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Donaldson Co Inc (DCI)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Geode Capital Management, LLC
DECREASED
Shares3,114,455 from 3,120,304
Change-5,849 (0%)
Value$271.1M (-$9.0M)
Filed 2026-11-06
Pictet Asset Management Holding SA
DECREASED
Shares2,277,700 from 2,305,723
Change-28,023 (-1%)
Value$198.3M (-$8.7M)
Filed 2026-11-03
Dimensional Fund Advisors LP
INCREASED
Shares2,173,004 from 2,041,534
Change+131,470 (+6%)
Value$189.1M (+$5.9M)
Filed 2026-11-04
Boston Trust Walden Corp
DECREASED
Shares1,588,542 from 1,846,607
Change-258,065 (-14%)
Value$138.3M (-$27.5M)
Filed 2026-10-30
Bank of New York Mellon Corp
DECREASED
Shares1,014,898 from 1,064,301
Change-49,403 (-5%)
Value$88.3M (-$7.2M)
Filed 2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED
Shares936,878 from 978,829
Change-41,951 (-4%)
Value$82.2M (-$4.4M)
Filed 2026-11-04
DekaBank Deutsche Girozentrale
INCREASED
Shares742,166 from 156,424
Change+585,742 (+374%)
Value$64.8M (+$64.8M)
Filed 2026-10-27
Deprince Race & Zollo Inc
INCREASED
Shares562,615 from 530,933
Change+31,682 (+6%)
Value$49.0M (+$1.3M)
Filed 2026-10-13
Mcdaniel Terry & Co
DECREASED
Shares552,818 from 553,427
Change-609 (0%)
Value$48.1M (-$1.6M)
Filed 2026-11-05
Swedbank AB
INCREASED
Shares543,300 from 534,400
Change+8,900 (+2%)
Value$47.3M (-$684.3K)
Filed 2026-10-27
TrinityBridge Ltd
DECREASED
Shares525,566 from 659,335
Change-133,769 (-20%)
Value$45.8M (-$13.4M)
Filed 2026-10-30
Carnegie Investment Counsel
DECREASED
Shares348,318 from 358,083
Change-9,765 (-3%)
Value$29.1M (-$1.8M)
Filed 2026-10-20
ProShare Advisors LLC
INCREASED
Shares301,922 from 301,551
Change+371 (+0%)
Value$26.3M (-$790.9K)
Filed 2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares288,912 from 141,614
Change+147,298 (+104%)
Value$24.7M (+$12.1M)
Filed 2026-10-13
Arbejdsmarkedets Tillaegspension
DECREASED
Shares288,500 from 321,400
Change-32,900 (-10%)
Value$25.1M (-$3.7M)
Filed 2026-10-30
Barclays PLC
INCREASED
Shares279,050 from 184,757
Change+94,293 (+51%)
Value$24.3M (+$7.7M)
Filed 2026-11-06
Principal Financial Group Inc
INCREASED
Shares266,582 from 263,375
Change+3,207 (+1%)
Value$23.2M (-$439.9K)
Filed 2026-11-02
Dudley & Shanley, Inc.
DECREASED
Shares260,170 from 272,330
Change-12,160 (-4%)
Value$22.6M (-$1.8M)
Filed 2026-10-06
US Bancorp \de\
INCREASED
Shares235,476 from 229,990
Change+5,486 (+2%)
Value$20.5M (-$150.4K)
Filed 2026-11-05
Confluence Investment Management LLC
DECREASED
Shares220,992 from 247,292
Change-26,300 (-11%)
Value$19.2M (-$3.0M)
Filed 2026-10-01
Alps Advisors Inc
DECREASED
Shares187,636 from 201,083
Change-13,447 (-7%)
Value$16.3M (-$1.7M)
Filed 2026-11-03
Retirement Systems of Alabama
DECREASED
Shares185,641 from 185,870
Change-229 (0%)
Value$16.2M (-$527.4K)
Filed 2026-11-04
Mountain Pacific Investment Advisers LLC
DECREASED
Shares173,718 from 175,444
Change-1,726 (-1%)
Value$15.1M (-$629.2K)
Filed 2026-10-29
Creative Planning
INCREASED
Shares163,572 from 60,748
Change+102,824 (+169%)
Value$14.2M (+$8.8M)
Filed 2026-11-02
Parallel Advisors, LLC
DECREASED
Shares135,324 from 140,233
Change-4,909 (-3%)
Value$11.8M (-$810.2K)
Filed 2026-11-03
Avity Investment Management Inc.
NEW
Shares125,498
Change+125,498
Value$10.9M
Filed 2026-10-09
Russell Investments Group, Ltd.
INCREASED
Shares115,501 from 74,178
Change+41,323 (+56%)
Value$10.1M (+$3.4M)
Filed 2026-11-06
Seizert Capital Partners, LLC
DECREASED
Shares112,702 from 126,253
Change-13,551 (-11%)
Value$9.8M (-$1.5M)
Filed 2026-10-30
State of Alaska, Department of Revenue
DECREASED
Shares107,789 from 108,154
Change-365 (0%)
Value$9.4M (-$328.0K)
Filed 2026-10-15
New York State Teachers Retirement System
DECREASED
Shares105,574 from 109,343
Change-3,769 (-3%)
Value$9.2M (-$627.0K)
Filed 2026-10-22
Aegon Asset Management UK PLC
DECREASED
Shares99,326 from 120,663
Change-21,337 (-18%)
Value$8.6M (-$2.2M)
Filed 2026-11-04
Willis Investment Counsel
INCREASED
Shares89,360 from 81,745
Change+7,615 (+9%)
Value$7.8M (+$439.6K)
Filed 2026-10-20
Palisade Asset Management, LLC
DECREASED
Shares83,599 from 84,599
Change-1,000 (-1%)
Value$7.3M (-$318.0K)
Filed 2026-11-03
Covea Finance
UNCHANGED
Shares79,630 from 79,630
Change0 (0%)
Value$6.9M (-$217.4K)
Filed 2026-10-21
Wasatch Advisors LP
NEW
Shares77,737
Change+77,737
Value$6.8M
Filed 2026-10-13
First Nebraska Trust Co
DECREASED
Shares77,307 from 81,307
Change-4,000 (-5%)
Value$6.7M (-$570.3K)
Filed 2026-10-30
Waters Parkerson & Co., LLC
DECREASED
Shares76,553 from 78,498
Change-1,945 (-2%)
Value$6.7M (-$383.6K)
Filed 2026-11-04
Radnor Capital Management, LLC
INCREASED
Shares72,700 from 72,000
Change+700 (+1%)
Value$6.3M (-$135.6K)
Filed 2026-10-23
PNC Financial Services Group, Inc.
INCREASED
Shares67,681 from 66,457
Change+1,224 (+2%)
Value$5.9M (-$74.9K)
Filed 2026-11-06
Vest Financial, LLC
INCREASED
Shares66,915 from 43,654
Change+23,261 (+53%)
Value$5.8M (+$1.9M)
Filed 2026-10-21
SFE Investment Counsel
INCREASED
Shares66,519 from 64,958
Change+1,561 (+2%)
Value$5.8M (-$41.5K)
Filed 2026-10-29
Harvey Investment Co LLC
DECREASED
Shares66,484 from 67,854
Change-1,370 (-2%)
Value$5.8M (-$304.0K)
Filed 2026-10-20
GHP Investment Advisors, Inc.
INCREASED
Shares65,361 from 63,382
Change+1,979 (+3%)
Value$5.7M (-$833)
Filed 2026-10-15
Marks Group Wealth Management, Inc
DECREASED
Shares58,693 from 58,792
Change-99 (0%)
Value$5.1M (-$169.1K)
Filed 2026-11-05
North Star Investment Management Corp.
UNCHANGED
Shares55,982 from 55,982
Change0 (0%)
Value$4.9M (-$152.8K)
Filed 2026-10-27
LPL Financial LLC
INCREASED
Shares55,821 from 50,668
Change+5,153 (+10%)
Value$4.9M (+$310.1K)
Filed 2026-11-06
Illinois Municipal Retirement Fund
DECREASED
Shares55,636 from 60,879
Change-5,243 (-9%)
Value$4.8M (-$622.6K)
Filed 2026-11-05
Amalgamated Bank
INCREASED
Shares53,242 from 52,790
Change+452 (+1%)
Value$4.6M (-$105.0K)
Filed 2026-10-23
Thrivent Financial for Lutherans
DECREASED
Shares49,127 from 51,933
Change-2,806 (-5%)
Value$4.3M (-$385.0K)
Filed 2026-11-05
Mutual of America Capital Management LLC
DECREASED
Shares42,235 from 42,989
Change-754 (-2%)
Value$3.7M (-$183.0K)
Filed 2026-10-23
Bahl & Gaynor LLC
DECREASED
Shares41,600 from 41,800
Change-200 (0%)
Value$3.6M (-$131.5K)
Filed 2026-11-05
Regions Financial Corp
DECREASED
Shares41,199 from 42,462
Change-1,263 (-3%)
Value$3.6M (-$225.9K)
Filed 2026-11-05
B. Metzler seel. Sohn & Co. AG
UNCHANGED
Shares40,987 from 40,987
Change0 (0%)
Value$3.6M (-$111.9K)
Filed 2026-10-30
Kestra Advisory Services, LLC
INCREASED
Shares40,439 from 39,788
Change+651 (+2%)
Value$3.5M (-$52.0K)
Filed 2026-11-02
Birchwood Financial Partners, Inc.
INCREASED
Shares39,478 from 39,469
Change+9 (+0%)
Value$3.4M (-$107.0K)
Filed 2026-11-02
Nicholas Company, Inc.
UNCHANGED
Shares38,050 from 38,050
Change0 (0%)
Value$3.3M (-$103.9K)
Filed 2026-11-05
William Blair Investment Management, LLC
INCREASED
Shares35,783 from 34,964
Change+819 (+2%)
Value$3.1M (-$24.1K)
Filed 2026-11-06
Ethic Inc.
INCREASED
Shares35,118 from 31,493
Change+3,625 (+12%)
Value$3.1M (+$229.5K)
Filed 2026-11-03
Louisiana State Employees Retirement System
INCREASED
Shares34,400 from 33,900
Change+500 (+1%)
Value$3.0M (-$49.0K)
Filed 2026-10-20
Ballast Asset Management, LP
DECREASED
Shares33,723 from 34,761
Change-1,038 (-3%)
Value$2.9M (-$185.2K)
Filed 2026-11-04
State of New Jersey Common Pension Fund D
UNCHANGED
Shares33,641 from 33,641
Change0 (0%)
Value$2.9M (-$91.8K)
Filed 2026-11-05
Fifth Third Bancorp
DECREASED
Shares33,343 from 35,915
Change-2,572 (-7%)
Value$2.9M (-$321.9K)
Filed 2026-11-05
Arizona State Retirement System
INCREASED
Shares32,649 from 31,957
Change+692 (+2%)
Value$2.8M (-$27.0K)
Filed 2026-11-03
Oak Thistle LLC
NEW
Shares32,378
Change+32,378
Value$2.8M
Filed 2026-10-21
Citigroup Inc
DECREASED
Shares31,692 from 148,989
Change-117,297 (-79%)
Value$2.8M (-$10.6M)
Filed 2026-11-04
Yousif Capital Management, LLC
DECREASED
Shares31,650 from 33,680
Change-2,030 (-6%)
Value$2.8M (-$268.6K)
Filed 2026-10-22
Focus Financial Network, Inc.
DECREASED
Shares30,515 from 30,516
Change-1 (0%)
Value$2.7M (-$83.4K)
Filed 2026-10-14
Great Waters Wealth Management
UNCHANGED
Shares30,219 from 30,219
Change0 (0%)
Value$2.6M (-$82.5K)
Filed 2026-10-07
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED
Shares27,667 from 27,726
Change-59 (0%)
Value$2.4M (-$80.8K)
Filed 2026-11-03
State of Michigan Retirement System
INCREASED
Shares27,158 from 27,058
Change+100 (+0%)
Value$2.4M (-$65.2K)
Filed 2026-10-27
Deutsche Bank Ag\
INCREASED
Shares26,102 from 19,929
Change+6,173 (+31%)
Value$2.3M (+$482.9K)
Filed 2026-11-06
Atria Investments, Inc
INCREASED
Shares25,708 from 15,318
Change+10,390 (+68%)
Value$2.2M (+$862.5K)
Filed 2026-10-15
Naples Global Advisors, LLC
INCREASED
Shares25,665 from 25,154
Change+511 (+2%)
Value$2.2M (-$24.2K)
Filed 2026-11-05
Inspire Investing, LLC
INCREASED
Shares25,032 from 10,435
Change+14,597 (+140%)
Value$2.2M (+$1.2M)
Filed 2026-10-22
New Mexico Educational Retirement Board
UNCHANGED
Shares24,900 from 24,900
Change0 (0%)
Value$2.2M (-$68.0K)
Filed 2026-11-05
Oregon Public Employees Retirement Fund
INCREASED
Shares24,050 from 23,950
Change+100 (+0%)
Value$2.1M (-$56.7K)
Filed 2026-10-30
Romano Brothers and Company
DECREASED
Shares23,960 from 23,995
Change-35 (0%)
Value$2.1M (-$68.6K)
Filed 2026-10-22
ICW Investment Advisors LLC
DECREASED
Shares23,894 from 24,195
Change-301 (-1%)
Value$2.1M (-$92.2K)
Filed 2026-10-27
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED
Shares23,751 from 24,231
Change-480 (-2%)
Value$10.1M (+$690.7K)
Filed 2026-10-21
Values First Advisors, Inc.
DECREASED
Shares22,350 from 22,617
Change-267 (-1%)
Value$1.9M (-$84.9K)
Filed 2026-10-23
Keybank National Association
DECREASED
Shares21,562 from 29,614
Change-8,052 (-27%)
Value$1.9M (-$781.7K)
Filed 2026-11-04
Savant Capital, LLC
INCREASED
Shares19,474 from 16,472
Change+3,002 (+18%)
Value$1.7M (+$215.6K)
Filed 2026-11-06
Diversified Management Inc
INCREASED
Shares18,922 from 3,293
Change+15,629 (+475%)
Value$1.6M (+$1.4M)
Filed 2026-10-08
Armstrong Henry H Associates Inc
INCREASED
Shares18,795 from 15,880
Change+2,915 (+18%)
Value$1.6M (+$210.4K)
Filed 2026-10-07
Nisa Investment Advisors, LLC
INCREASED
Shares18,623 from 17,900
Change+723 (+4%)
Value$1.6M (+$14.1K)
Filed 2026-10-20
JGP Wealth Management, LLC
UNCHANGED
Shares18,554 from 18,554
Change0 (0%)
Value$1.6M (-$50.7K)
Filed 2026-10-13
New York Life Investment Management LLC
INCREASED
Shares17,137 from 14,778
Change+2,359 (+16%)
Value$1.5M (+$165.0K)
Filed 2026-11-04
Genus Capital Management Inc.
NEW
Shares16,950
Change+16,950
Value$1.5M
Filed 2026-11-04
Hollow Brook Wealth Management LLC
UNCHANGED
Shares16,085 from 16,085
Change0 (0%)
Value$1.4M (-$43.9K)
Filed 2026-10-29
Allen Investment Management, LLC
UNCHANGED
Shares16,000 from 16,000
Change0 (0%)
Value$1.4M (-$43.7K)
Filed 2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED
Shares15,540 from 73,600
Change-58,060 (-79%)
Value$1.4M (-$5.3M)
Filed 2026-10-20
Apollon Wealth Management, LLC
DECREASED
Shares14,194 from 14,236
Change-42 (0%)
Value$1.2M (-$42.5K)
Filed 2026-10-23
Eads & Heald Wealth Management
INCREASED
Shares14,063 from 13,820
Change+243 (+2%)
Value$1.2M (-$16.6K)
Filed 2026-10-29
Granite Investment Partners, LLC
UNCHANGED
Shares14,050 from 14,050
Change0 (0%)
Value$1.2M (-$38.4K)
Filed 2026-11-04
Xponance LLC
DECREASED
Shares13,679 from 14,175
Change-496 (-3%)
Value$1.2M (-$81.9K)
Filed 2026-11-03
Chicago Partners Investment Group LLC
INCREASED
Shares13,482 from 11,610
Change+1,872 (+16%)
Value$1.1M (+$85.0K)
Filed 2026-10-27
Commonwealth Equity Services, LLC
DECREASED
Shares12,645 from 13,015
Change-370 (-3%)
Value$1.1M (-$67.7K)
Filed 2026-11-02
MacKenzie Financial Corp
DECREASED
Shares12,374 from 13,177
Change-803 (-6%)
Value$1.1M (-$105.9K)
Filed 2026-11-02
Burney Co/
DECREASED
Shares12,320 from 17,119
Change-4,799 (-28%)
Value$1.1M (-$464.5K)
Filed 2026-10-15
Wedbush Securities Inc
DECREASED
Shares12,036 from 12,438
Change-402 (-3%)
Value$1.0M (-$69.0K)
Filed 2026-10-22
Lido Advisors, LLC
INCREASED
Shares11,952 from 9,582
Change+2,370 (+25%)
Value$1.0M (+$180.1K)
Filed 2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED
Shares11,930 from 12,205
Change-275 (-2%)
Value$1.0M (-$57.2K)
Filed 2026-10-13
Studio Investment Management LLC
INCREASED
Shares11,926 from 11,413
Change+513 (+4%)
Value$1.0M (+$13.5K)
Filed 2026-10-22
Arjuna Capital
DECREASED
Shares11,846 from 41,176
Change-29,330 (-71%)
Value$1.0M (-$2.7M)
Filed 2026-11-03
Inscription Capital, LLC
DECREASED
Shares11,756 from 17,289
Change-5,533 (-32%)
Value$1.0M (-$528.8K)
Filed 2026-11-02
Swiss Life Asset Management Ltd
INCREASED
Shares10,526 from 10,414
Change+112 (+1%)
Value$916.2K (-$18.7K)
Filed 2026-11-03
Ritholtz Wealth Management
DECREASED
Shares9,921 from 10,177
Change-256 (-3%)
Value$863.5K (-$50.1K)
Filed 2026-11-05
Vise Technologies, Inc.
INCREASED
Shares9,839 from 3,596
Change+6,243 (+174%)
Value$856.4K (+$533.5K)
Filed 2026-10-29
Curated Wealth Partners LLC
INCREASED
Shares9,560 from 4,742
Change+4,818 (+102%)
Value$832.1K (+$406.4K)
Filed 2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED
Shares9,533 from 9,533
Change0 (0%)
Value$829.8K (-$26.0K)
Filed 2026-10-23
Sendero Wealth Management, LLC
INCREASED
Shares9,402 from 9,388
Change+14 (+0%)
Value$818.4K (-$24.4K)
Filed 2026-10-14
Investment House LLC
UNCHANGED
Shares9,400 from 9,400
Change0 (0%)
Value$818.2K (-$25.7K)
Filed 2026-10-21
Sylvest Advisors, LLC
UNCHANGED
Shares9,325 from 9,325
Change0 (0%)
Value$811.6K (-$25.5K)
Filed 2026-10-26
Diversified Trust Co
UNCHANGED
Shares9,222 from 9,222
Change0 (0%)
Value$802.7K (-$25.2K)
Filed 2026-11-06
Azzad Asset Management Inc
DECREASED
Shares9,121 from 9,444
Change-323 (-3%)
Value$793.9K (-$53.9K)
Filed 2026-11-04
Exchange Traded Concepts, LLC
INCREASED
Shares9,063 from 7,493
Change+1,570 (+21%)
Value$788.8K (+$116.2K)
Filed 2026-10-28
Dynamic Advisor Solutions LLC
DECREASED
Shares9,016 from 9,245
Change-229 (-2%)
Value$784.8K (-$45.2K)
Filed 2026-10-13
State of Wyoming
DECREASED
Shares8,866 from 11,069
Change-2,203 (-20%)
Value$771.7K (-$222.0K)
Filed 2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED
Shares8,718 from 3,627
Change+5,091 (+140%)
Value$758.8K (+$433.2K)
Filed 2026-10-27
Truist Financial Corp
INCREASED
Shares8,646 from 7,682
Change+964 (+13%)
Value$752.5K (+$62.9K)
Filed 2026-10-30
SEB Asset Management AB
INCREASED
Shares8,570 from 4,281
Change+4,289 (+100%)
Value$745.9K (+$361.6K)
Filed 2026-11-04
Securian Asset Management, Inc
DECREASED
Shares8,459 from 8,585
Change-126 (-1%)
Value$736.3K (-$39.8K)
Filed 2026-11-06
Verdence Capital Advisors LLC
DECREASED
Shares8,374 from 8,430
Change-56 (-1%)
Value$728.8K (-$27.9K)
Filed 2026-10-26
PineStone Asset Management Inc.
UNCHANGED
Shares8,328 from 8,328
Change0 (0%)
Value$724.9K (-$22.7K)
Filed 2026-10-16
Crossmark Global Holdings, Inc.
DECREASED
Shares8,291 from 8,593
Change-302 (-4%)
Value$721.6K (-$49.7K)
Filed 2026-10-21
Trust Point Inc.
INCREASED
Shares8,184 from 4,698
Change+3,486 (+74%)
Value$712.3K (+$290.6K)
Filed 2026-10-27
Aaron Wealth Advisors LLC
INCREASED
Shares8,012 from 4,489
Change+3,523 (+78%)
Value$697.4K (+$294.4K)
Filed 2026-10-13
Glenview Trust Co
UNCHANGED
Shares8,000 from 8,000
Change0 (0%)
Value$696.3K (-$21.8K)
Filed 2026-10-28
Virginia Retirement Systems ET Al
UNCHANGED
Shares7,600 from 7,600
Change0 (0%)
Value$661.5K (-$20.7K)
Filed 2026-10-28
Integrity Alliance, Llc.
INCREASED
Shares7,479 from 6,848
Change+631 (+9%)
Value$651.0K (+$36.2K)
Filed 2026-10-29
Midwest Trust Co
NEW
Shares7,425
Change+7,425
Value$646.3K
Filed 2026-10-22
Maryland State Retirement & Pension System
INCREASED
Shares7,270 from 5,612
Change+1,658 (+30%)
Value$632.8K (+$129.0K)
Filed 2026-11-05
Cornerstone Wealth Management, LLC
DECREASED
Shares6,844 from 6,855
Change-11 (0%)
Value$595.7K (-$19.6K)
Filed 2026-11-04
Amundi
INCREASED
Shares6,537 from 6,377
Change+160 (+3%)
Value$569.0K (-$3.5K)
Filed 2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED
Shares6,510 from 6,304
Change+206 (+3%)
Value$567.0K (+$1.0K)
Filed 2026-11-02
Quadrant Capital Group LLC
INCREASED
Shares6,322 from 5,668
Change+654 (+12%)
Value$551.0K (+$42.2K)
Filed 2026-10-20
AlphaCore Capital LLC
INCREASED
Shares6,301 from 5,239
Change+1,062 (+20%)
Value$548.4K (+$78.1K)
Filed 2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED
Shares6,163 from 5,675
Change+488 (+9%)
Value$536.4K (+$27.0K)
Filed 2026-10-22
CenterBook Partners LP
NEW
Shares5,948
Change+5,948
Value$517.7K
Filed 2026-11-02
Versant Capital Management, Inc
INCREASED
Shares5,786 from 5,492
Change+294 (+5%)
Value$503.6K (+$10.6K)
Filed 2026-10-02
MGO One Seven LLC
INCREASED
Shares5,625 from 5,066
Change+559 (+11%)
Value$489.6K (+$34.8K)
Filed 2026-10-28
NorthCrest Asset Manangement, LLC
NEW
Shares5,432
Change+5,432
Value$473.5K
Filed 2026-10-13
Citizens Financial Group Inc
NEW
Shares5,204
Change+5,204
Value$453.0K
Filed 2026-10-23
Elevation Point Wealth Partners, LLC
NEW
Shares5,120
Change+5,120
Value$445.7K
Filed 2026-11-05
HB Wealth Management, LLC
INCREASED
Shares5,118 from 3,750
Change+1,368 (+36%)
Value$445.5K (+$108.9K)
Filed 2026-10-23
Baker Avenue Asset Management, LP
INCREASED
Shares5,100 from 4,310
Change+790 (+18%)
Value$443.9K (+$56.9K)
Filed 2026-11-06
Certuity, LLC
INCREASED
Shares5,097 from 4,119
Change+978 (+24%)
Value$443.6K (+$73.9K)
Filed 2026-11-02
Affiance Financial, LLC
INCREASED
Shares5,087 from 5,072
Change+15 (+0%)
Value$442.8K (-$12.5K)
Filed 2026-10-15
Welch & Forbes LLC
DECREASED
Shares5,000 from 5,401
Change-401 (-7%)
Value$435.2K (-$49.6K)
Filed 2026-11-04
Concurrent Investment Advisors, LLC
INCREASED
Shares4,966 from 4,602
Change+364 (+8%)
Value$432.2K (+$19.1K)
Filed 2026-10-16
Parsons Capital Management Inc
UNCHANGED
Shares4,950 from 4,950
Change0 (0%)
Value$430.8K (-$13.5K)
Filed 2026-10-28
Diversify Advisory Services, LLC
INCREASED
Shares4,938 from 4,923
Change+15 (+0%)
Value$433.4K (-$25.4K)
Filed 2026-10-20
Diversify Wealth Management, LLC
INCREASED
Shares4,938 from 4,923
Change+15 (+0%)
Value$433.4K (-$25.4K)
Filed 2026-10-20
Impact Capital Partners LLC
DECREASED
Shares4,920 from 5,085
Change-165 (-3%)
Value$428.2K (-$28.2K)
Filed 2026-10-22
HUB Investment Partners, LLC
INCREASED
Shares4,919 from 4,393
Change+526 (+12%)
Value$428.2K (+$33.8K)
Filed 2026-11-03
First Interstate Bank
UNCHANGED
Shares4,800 from 4,800
Change0 (0%)
Value$417.8K (-$13.1K)
Filed 2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED
Shares4,697 from 3,862
Change+835 (+22%)
Value$408.8K (+$62.1K)
Filed 2026-11-03
Ascent Group, LLC
NEW
Shares4,668
Change+4,668
Value$406.3K
Filed 2026-10-30
Bernicke Wealth Management, Ltd.
DECREASED
Shares4,660 from 4,808
Change-148 (-3%)
Value$405.6K (-$26.0K)
Filed 2026-11-06
Perkins Capital Management Inc
UNCHANGED
Shares4,600 from 4,600
Change0 (0%)
Value$400.4K (-$12.6K)
Filed 2026-11-02
Financial Planning Hawaii, Inc.
INCREASED
Shares4,505 from 3,585
Change+920 (+26%)
Value$392.1K (+$70.3K)
Filed 2026-10-13
Gamma Investing LLC
INCREASED
Shares4,443 from 3,923
Change+520 (+13%)
Value$386.7K (+$34.6K)
Filed 2026-10-08
Childress Capital Advisors, LLC
DECREASED
Shares4,423 from 4,567
Change-144 (-3%)
Value$385.0K (-$25.0K)
Filed 2026-10-28
Accredited Investors Inc.
INCREASED
Shares4,355 from 4,334
Change+21 (+0%)
Value$379.0K (-$10.0K)
Filed 2026-11-03
D.A. Davidson & Co.
DECREASED
Shares4,316 from 4,425
Change-109 (-2%)
Value$375.7K (-$21.6K)
Filed 2026-10-28
Perigon Wealth Management, LLC
INCREASED
Shares4,239 from 3,718
Change+521 (+14%)
Value$369.0K (+$35.2K)
Filed 2026-10-22
CX Institutional
INCREASED
Shares4,148 from 4,127
Change+21 (+1%)
Value$361 (-$9)
Filed 2026-10-02
Mesirow Financial Investment Management, Inc.
NEW
Shares4,135
Change+4,135
Value$359.9K
Filed 2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED
Shares4,044 from 17,455
Change-13,411 (-77%)
Value$352.0K (-$1.2M)
Filed 2026-10-16
Pier 88 Investment Partners LLC
UNCHANGED
Shares4,000 from 4,000
Change0 (0%)
Value$348.2K (-$10.9K)
Filed 2026-11-06
Praxis Investment Management Inc
DECREASED
Shares3,881 from 4,192
Change-311 (-7%)
Value$338.0K (-$38.0K)
Filed 2026-11-03
Eastern Bank
DECREASED
Shares3,850 from 3,920
Change-70 (-2%)
Value$335.1K (-$16.8K)
Filed 2026-10-05
Crestwood Advisors Group, LLC
NEW
Shares3,748
Change+3,748
Value$326.2K
Filed 2026-10-27
Evergreen Capital Management LLC
INCREASED
Shares3,711 from 3,491
Change+220 (+6%)
Value$323.0K (+$9.6K)
Filed 2026-10-23
Centennial Wealth Advisory LLC
UNCHANGED
Shares3,708 from 3,708
Change0 (0%)
Value$322.7K (-$10.1K)
Filed 2026-10-16
Parr Mcknight Wealth Management Group, LLC
UNCHANGED
Shares3,671 from 3,671
Change0 (0%)
Value$319.5K (-$10.0K)
Filed 2026-10-30
KBC Group NV
UNCHANGED
Shares3,644 from 3,644
Change0 (0%)
Value$317.0K (-$10.0K)
Filed 2026-10-22
Choreo, LLC
INCREASED
Shares3,587 from 2,484
Change+1,103 (+44%)
Value$312.2K (+$89.3K)
Filed 2026-10-28
CIBC Asset Management Inc
UNCHANGED
Shares3,581 from 3,581
Change0 (0%)
Value$311.7K (-$9.8K)
Filed 2026-11-05
Kathmere Capital Management, LLC
INCREASED
Shares3,557 from 2,594
Change+963 (+37%)
Value$309.6K (+$76.7K)
Filed 2026-10-20
North Dakota State Investment Board
INCREASED
Shares3,533 from 3,418
Change+115 (+3%)
Value$307.5K (+$678)
Filed 2026-10-27
Advisory Advocates, LLC
DECREASED
Shares3,529 from 3,620
Change-91 (-3%)
Value$307.2K (-$17.8K)
Filed 2026-11-05
Merit Financial Group, LLC
INCREASED
Shares3,520 from 3,066
Change+454 (+15%)
Value$306.4K (+$31.1K)
Filed 2026-11-06
WBI Investments, LLC
DECREASED
Shares3,505 from 3,599
Change-94 (-3%)
Value$305.1K (-$18.0K)
Filed 2026-11-05
Mitchell Sinkler & Starr
INCREASED
Shares3,502 from 3,481
Change+21 (+1%)
Value$304.8K (-$7.7K)
Filed 2026-10-13
Leeward Financial Partners, LLC
UNCHANGED
Shares3,482 from 3,482
Change0 (0%)
Value$303.1K (-$9.5K)
Filed 2026-10-23
Nykredit A/S
UNCHANGED
Shares3,395 from 3,395
Change0 (0%)
Value$295.5K (-$9.3K)
Filed 2026-11-06
Sterling Capital Management LLC
DECREASED
Shares3,334 from 3,471
Change-137 (-4%)
Value$290.2K (-$21.4K)
Filed 2026-10-22
M. Kraus & Co
DECREASED
Shares3,284 from 3,304
Change-20 (-1%)
Value$285.8K (-$10.8K)
Filed 2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED
Shares3,200 from 3,200
Change0 (0%)
Value$278.5K (-$8.7K)
Filed 2026-10-26
Trueblood Wealth Management, LLC
DECREASED
Shares3,169 from 3,206
Change-37 (-1%)
Value$275.8K (-$12.0K)
Filed 2026-10-23
Portside Wealth Group, LLC
INCREASED
Shares3,114 from 2,889
Change+225 (+8%)
Value$271.0K (+$11.7K)
Filed 2026-10-20
Riverwater Partners LLC
INCREASED
Shares3,093 from 3,083
Change+10 (+0%)
Value$269.2K (-$7.5K)
Filed 2026-11-03
1900 Wealth Management LLC
UNCHANGED
Shares3,084 from 3,084
Change0 (0%)
Value$268.4K (-$8.4K)
Filed 2026-10-13
Washington Trust Bank
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$261.1K (-$8.2K)
Filed 2026-11-03
Plimoth Trust Co LLC
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$261.1K (-$8.2K)
Filed 2026-10-26
TD Private Client Wealth LLC
DECREASED
Shares2,955 from 3,700
Change-745 (-20%)
Value$257.2K (-$74.9K)
Filed 2026-10-28
Blue Trust, Inc.
INCREASED
Shares2,894 from 2,852
Change+42 (+1%)
Value$251.9K (-$4.1K)
Filed 2026-10-15
Moss Adams Wealth Advisors LLC
NEW
Shares2,847
Change+2,847
Value$247.8K
Filed 2026-10-28
Northeast Investment Management
UNCHANGED
Shares2,820 from 2,820
Change0 (0%)
Value$245.5K (-$7.7K)
Filed 2026-10-30
Tannin Capital LLC
DECREASED
Shares2,779 from 2,882
Change-103 (-4%)
Value$241.9K (-$16.8K)
Filed 2026-11-05
KFA Private Wealth Group, LLC
UNCHANGED
Shares2,668 from 2,668
Change0 (0%)
Value$232.2K (-$7.3K)
Filed 2026-10-07
Hennion & Walsh Asset Management, Inc.
DECREASED
Shares2,623 from 3,024
Change-401 (-13%)
Value$228.3K (-$43.2K)
Filed 2026-10-13
Farther Finance Advisors, LLC
DECREASED
Shares2,604 from 5,244
Change-2,640 (-50%)
Value$226.6K (-$243.9K)
Filed 2026-10-08
AMG National Trust Bank
UNCHANGED
Shares2,587 from 2,587
Change0 (0%)
Value$225.2K (-$7.1K)
Filed 2026-11-05
True North Advisors, LLC
DECREASED
Shares2,568 from 3,768
Change-1,200 (-32%)
Value$223.5K (-$114.7K)
Filed 2026-10-22
Manchester Capital Management LLC
INCREASED
Shares2,507 from 2,505
Change+2 (+0%)
Value$218.2K (-$6.7K)
Filed 2026-10-22
Signaturefd, LLC
INCREASED
Shares2,410 from 1,523
Change+887 (+58%)
Value$209.8K (+$73.1K)
Filed 2026-10-23
Profund Advisors LLC
DECREASED
Shares2,399 from 2,475
Change-76 (-3%)
Value$208.8K (-$13.4K)
Filed 2026-10-29
Steinberganna Wealth Management
INCREASED
Shares2,382 from 2,373
Change+9 (+0%)
Value$207.3K (-$5.8K)
Filed 2026-10-23
Compass Capital Management, Inc
UNCHANGED
Shares2,375 from 2,375
Change0 (0%)
Value$206.7K (-$6.5K)
Filed 2026-11-06
Parkside Financial Bank & Trust
DECREASED
Shares2,182 from 2,354
Change-172 (-7%)
Value$189.9K (-$21.4K)
Filed 2026-10-27
Larson Financial Group LLC
INCREASED
Shares2,087 from 640
Change+1,447 (+226%)
Value$181.6K (+$124.2K)
Filed 2026-11-05
EverSource Wealth Advisors, LLC
DECREASED
Shares1,621 from 1,624
Change-3 (0%)
Value$141.1K (-$4.7K)
Filed 2026-11-04
Strs Ohio
DECREASED
Shares1,585 from 2,432
Change-847 (-35%)
Value$138.0K (-$80.4K)
Filed 2026-10-30
USA Financial Formulas
NEW
Shares1,529
Change+1,529
Value$133.1K
Filed 2026-10-16
UMB Bank, n.a.
INCREASED
Shares1,528 from 1,450
Change+78 (+5%)
Value$133.0K (+$2.8K)
Filed 2026-11-06
Bangor Savings Bank
UNCHANGED
Shares1,524 from 1,524
Change0 (0%)
Value$132.6K (-$4.2K)
Filed 2026-10-06
Root Financial Partners, LLC
NEW
Shares1,480
Change+1,480
Value$128.8K
Filed 2026-10-21
Kentucky Trust Co
UNCHANGED
Shares1,430 from 1,430
Change0 (0%)
Value$124.5K (-$3.9K)
Filed 2026-10-15
Eurizon Capital SGR S.p.A.
DECREASED
Shares1,419 from 1,699
Change-280 (-16%)
Value$124.1K (-$26.2K)
Filed 2026-11-06
IFP Advisors, Inc
INCREASED
Shares1,283 from 1,167
Change+116 (+10%)
Value$111.7K (+$6.9K)
Filed 2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED
Shares1,125 from 1,125
Change0 (0%)
Value$97.9K (-$3.1K)
Filed 2026-10-23
Bank of New Hampshire
DECREASED
Shares1,028 from 1,148
Change-120 (-10%)
Value$89.5K (-$13.6K)
Filed 2026-10-06
Pacific Center for Financial Services
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$87.0K (-$2.7K)
Filed 2026-10-15
Natixis
DECREASED
Shares974 from 4,614
Change-3,640 (-79%)
Value$84.8K (-$329.4K)
Filed 2026-11-06
Gleason Group, Inc.
INCREASED
Shares814 from 811
Change+3 (+0%)
Value$70.8K (-$2.0K)
Filed 2026-10-15
Jacobi Capital Management LLC
NEW
Shares763
Change+763
Value$66.4K
Filed 2026-11-05
Southern Michigan Bank & Trust
DECREASED
Shares710 from 830
Change-120 (-14%)
Value$61.8K (-$12.7K)
Filed 2026-10-19
Hoese & Co LLP
UNCHANGED
Shares660 from 660
Change0 (0%)
Value$57.4K (-$1.8K)
Filed 2026-10-21
Leonteq Securities AG
UNCHANGED
Shares630 from 630
Change0 (0%)
Value$54.8K (-$1.7K)
Filed 2026-10-29
Elyxium Wealth, LLC
NEW
Shares568
Change+568
Value$49.4K
Filed 2026-10-27
Bullock Wealth Management Group
INCREASED
Shares549 from 547
Change+2 (+0%)
Value$48.2K (-$248)
Filed 2026-10-09
Next Level Wealth Planning, LLC
NEW
Shares541
Change+541
Value$47.1K
Filed 2026-10-29
Covestor Ltd
DECREASED
Shares496 from 599
Change-103 (-17%)
Value$43.0K (-$11.0K)
Filed 2026-10-30
SJS Investment Consulting Inc.
UNCHANGED
Shares484 from 484
Change0 (0%)
Value$42.1K (-$1.3K)
Filed 2026-10-26
Essential Partners LLC
UNCHANGED
Shares479 from 479
Change0 (0%)
Value$41.7K (-$1.3K)
Filed 2026-10-14
Gen-Wealth Partners Inc
DECREASED
Shares428 from 746
Change-318 (-43%)
Value$37.3K (-$29.7K)
Filed 2026-11-04
True Wealth Design, LLC
DECREASED
Shares389 from 394
Change-5 (-1%)
Value$33.9K (-$1.5K)
Filed 2026-10-13
Pflug Koory, LLC
UNCHANGED
Shares360 from 360
Change0 (0%)
Value$31.3K (-$983)
Filed 2026-10-26
Silver Grove Financial Group, Inc.
DECREASED
Shares350 from 356
Change-6 (-2%)
Value$30.5K (-$1.5K)
Filed 2026-11-05
Trust Co of Vermont
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$30.5K (-$956)
Filed 2026-10-21
Allworth Financial LP
INCREASED
Shares340 from 319
Change+21 (+7%)
Value$30.5K (+$1.9K)
Filed 2026-11-06
Central Trust Co
DECREASED
Shares336 from 382
Change-46 (-12%)
Value$29.3K (-$5.0K)
Filed 2026-11-05
Clearstead Advisors, LLC
DECREASED
Shares304 from 313
Change-9 (-3%)
Value$26.4K (-$1.7K)
Filed 2026-11-06
Elevation Wealth Partners, LLC
INCREASED
Shares297 from 187
Change+110 (+59%)
Value$25.9K (+$9.1K)
Filed 2026-10-07
Assetmark, Inc
INCREASED
Shares294 from 151
Change+143 (+95%)
Value$25.6K (+$12.0K)
Filed 2026-10-21
V-Square Quantitative Management LLC
UNCHANGED
Shares259 from 259
Change0 (0%)
Value$22.5K (-$707)
Filed 2026-10-15
Latitude Advisors, LLC
NEW
Shares248
Change+248
Value$21.6K
Filed 2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED
Shares233 from 301
Change-68 (-23%)
Value$20.3K (-$6.7K)
Filed 2026-10-05
Private Wealth Management Group, LLC
UNCHANGED
Shares179 from 179
Change0 (0%)
Value$15.6K (-$488)
Filed 2026-10-19
Trust Co of Toledo NA
UNCHANGED
Shares145 from 145
Change0 (0%)
Value$12.6K (-$396)
Filed 2026-10-16
JFS Wealth Advisors, LLC
UNCHANGED
Shares144 from 144
Change0 (0%)
Value$12.5K (-$393)
Filed 2026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED
Shares140 from 39
Change+101 (+259%)
Value$12.2K (+$8.7K)
Filed 2026-10-07
Owl Creek Wealth Partners LLC
UNCHANGED
Shares135 from 135
Change0 (0%)
Value$11.8K (-$368)
Filed 2026-10-20
Clearstead Trust, LLC
UNCHANGED
Shares132 from 132
Change0 (0%)
Value$11.5K (-$360)
Filed 2026-11-06
Mather Group, Llc.
UNCHANGED
Shares131 from 131
Change0 (0%)
Value$11.4K (-$358)
Filed 2026-10-14
Pension & Wealth Management Advisors, Inc.
NEW
Shares123
Change+123
Value$10.7K
Filed 2026-10-16
GK Wealth Management LLC
NEW
Shares120
Change+120
Value$10.4K
Filed 2026-10-09
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED
Shares120 from 120
Change0 (0%)
Value$10.4K (-$327)
Filed 2026-11-05
GoalVest Advisory LLC
NEW
Shares116
Change+116
Value$10.1K
Filed 2026-10-02
Simplex Trading, LLC
DECREASED
Shares115 from 2,377
Change-2,262 (-95%)
Value$10.0K (-$203.4K)
Filed 2026-11-04
Jnba Financial Advisors
UNCHANGED
Shares112 from 112
Change0 (0%)
Value$9.7K (-$306)
Filed 2026-11-03
Birch Financial Group, LLC
NEW
Shares110
Change+110
Value$9.5K
Filed 2026-10-27
Fortitude Family Office, LLC
INCREASED
Shares104 from 88
Change+16 (+18%)
Value$9.1K (+$1.2K)
Filed 2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.7K (-$273)
Filed 2026-10-22
Nvest Wealth Strategies, Inc.
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$8.7K (-$273)
Filed 2026-10-14
Capital Advisors, Ltd. LLC
INCREASED
Shares93 from 56
Change+37 (+66%)
Value$8 (+$3)
Filed 2026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED
Shares93 from 93
Change0 (0%)
Value$8.1K (-$254)
Filed 2026-10-20
Adirondack Trust Co
UNCHANGED
Shares91 from 91
Change0 (0%)
Value$7.9K (-$249)
Filed 2026-10-14
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED
Shares90 from 90
Change0 (0%)
Value$7.8K (-$246)
Filed 2026-10-28
Zions Bancorporation, National Association
INCREASED
Shares88 from 84
Change+4 (+5%)
Value$7.7K (+$119)
Filed 2026-11-06
Holos Integrated Wealth LLC
UNCHANGED
Shares78 from 78
Change0 (0%)
Value$6.8K (-$173)
Filed 2026-10-23
Bare Financial Services, Inc
UNCHANGED
Shares76 from 76
Change0 (0%)
Value$6.6K (-$207)
Filed 2026-11-04
Mcdonald Partners LLC
NEW
Shares75
Change+75
Value$6.5K
Filed 2026-11-03
Highline Wealth Partners LLC
DECREASED
Shares73 from 81
Change-8 (-10%)
Value$6.4K (-$917)
Filed 2026-10-19
Rothwell Investment Advisors, LLC
NEW
Shares71
Change+71
Value$6.2K
Filed 2026-11-06
Community Financial Services Group, LLC
DECREASED
Shares60 from 90
Change-30 (-33%)
Value$5.3K (-$2.7K)
Filed 2026-10-15
Avion Wealth
INCREASED
Shares52 from 35
Change+17 (+49%)
Value$4 (+$1)
Filed 2026-11-04
Concord Wealth Partners
UNCHANGED
Shares52 from 52
Change0 (0%)
Value$4.5K (-$142)
Filed 2026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED
Shares51 from 65
Change-14 (-22%)
Value$4.4K (-$1.4K)
Filed 2026-10-27
Grove Bank & Trust
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$4.4K (-$137)
Filed 2026-10-08
Meriwether Wealth & Planning, LLC
NEW
Shares41
Change+41
Value$3.6K
Filed 2026-10-13
Armstrong Advisory Group, Inc
UNCHANGED
Shares40 from 40
Change0 (0%)
Value$3.5K (-$109)
Filed 2026-10-09
Creative Capital Management Investments LLC
INCREASED
Shares37 from 29
Change+8 (+28%)
Value$3.2K (+$617)
Filed 2026-10-28
Cromwell Holdings LLC
UNCHANGED
Shares36 from 36
Change0 (0%)
Value$3.1K (-$99)
Filed 2026-10-28
Country Trust Bank
NEW
Shares35
Change+35
Value$3.0K
Filed 2026-10-30
Fortis Group Advisors, LLC
UNCHANGED
Shares34 from 34
Change0 (0%)
Value$3.0K (-$93)
Filed 2026-11-06
Ascentis Wealth Management, LLC
NEW
Shares29
Change+29
Value$2.5K
Filed 2026-11-03
Salomon & Ludwin, LLC
UNCHANGED
Shares29 from 29
Change0 (0%)
Value$2.5K (-$43)
Filed 2026-10-29
Valued Wealth Advisors LLC
INCREASED
Shares28 from 22
Change+6 (+27%)
Value$2.5K (+$451)
Filed 2026-11-05
CoreCap Advisors, LLC
UNCHANGED
Shares27 from 27
Change0 (0%)
Value$2.4K (-$74)
Filed 2026-10-08
UMB Private Wealth Management, LLC
NEW
Shares23
Change+23
Value$2.0K
Filed 2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED
Shares23 from 20
Change+3 (+15%)
Value$2.0K (+$207)
Filed 2026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED
Shares23 from 23
Change0 (0%)
Value$2.0K (-$63)
Filed 2026-10-16
Bell Investment Advisors, Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.8K (-$58)
Filed 2026-10-29
Creative Financial Designs Inc
UNCHANGED
Shares21 from 21
Change0 (0%)
Value$1.8K (-$57)
Filed 2026-11-04
TFC Financial Management, Inc.
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (-$55)
Filed 2026-10-26
Financial Consulate, Inc
UNCHANGED
Shares20 from 20
Change0 (0%)
Value$1.7K (-$55)
Filed 2026-10-23
Provenance Wealth Advisors, LLC
NEW
Shares18
Change+18
Value$1.6K
Filed 2026-10-30
Marquette Asset Management, LLC
UNCHANGED
Shares18 from 18
Change0 (0%)
Value$1.6K (-$49)
Filed 2026-10-09
First Horizon Corp
UNCHANGED
Shares15 from 15
Change0 (0%)
Value$1.3K (-$41)
Filed 2026-10-26
Clark Wealth Partners
NEW
Shares13
Change+13
Value$1.1K
Filed 2026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (-$35)
Filed 2026-10-15
Hughes Financial Services, LLC
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (-$58)
Filed 2026-10-30
SBI Securities Co., Ltd.
UNCHANGED
Shares13 from 13
Change0 (0%)
Value$1.1K (-$35)
Filed 2026-10-22
Rossby Financial, LCC
DECREASED
Shares11 from 17
Change-6 (-35%)
Value$957 (-$569)
Filed 2026-11-05
Quaker Wealth Management, LLC
UNCHANGED
Shares10 from 10
Change0 (0%)
Value$871 (-$27)
Filed 2026-10-22
Evolution Wealth Management Inc.
NEW
Shares9
Change+9
Value$783
Filed 2026-10-28
American Capital Advisory, LLC
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$610 (-$19)
Filed 2026-10-28
Planning Strategies Inc.
UNCHANGED
Shares7 from 7
Change0 (0%)
Value$609 (-$19)
Filed 2026-10-02
Caitong International Asset Management Co., Ltd
INCREASED
Shares6 from 4
Change+2 (+50%)
Value$522 (+$163)
Filed 2026-10-29
Maseco LLP
NEW
Shares4
Change+4
Value$348
Filed 2026-10-27
DecisionPoint Financial, LLC
INCREASED
Shares4 from 3
Change+1 (+33%)
Value$352 (+$86)
Filed 2026-10-27
Align Financial, LLC
NEW
Shares3
Change+3
Value$261
Filed 2026-10-16
Financial Management Professionals, Inc.
INCREASED
Shares3 from 2
Change+1 (+50%)
Value$261 (+$81)
Filed 2026-10-23
Davis Capital Management
NEW
Shares2
Change+2
Value$174
Filed 2026-10-08
Signature Equity Partners, LLC
DECREASED
Shares2 from 100
Change-98 (-98%)
Value$175 (-$8.8K)
Filed 2026-10-29
Signature Resources Capital Management, LLC
NEW
Shares1
Change+1
Value$87
Filed 2026-10-16
Tounjian Advisory Partners, LLC
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$62 (-$1)
Filed 2026-11-04
James T. Borello RIA
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$87 (-$3)
Filed 2026-10-16
Maryland Capital Advisors Inc.
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$88 (-$2)
Filed 2026-10-15
Wesbanco Bank Inc
CLOSED
Shares0 from 3,822
Change-3,822 (-100%)
Value$0 (-$343.1K)
Filed 2026-11-04
Robeco Institutional Asset Management B.V.
CLOSED
Shares0 from 2,601
Change-2,601 (-100%)
Value$0 (-$233.5K)
Filed 2026-10-20
Hardworking Capital Advisors, LLC
CLOSED
Shares0 from 2,544
Change-2,544 (-100%)
Value$0 (-$228.4K)
Filed 2026-10-20
Patriot Investment Management Group, Inc.
CLOSED
Shares0 from 2,275
Change-2,275 (-100%)
Value$0 (-$204.2K)
Filed 2026-10-15
Institute for Wealth Management, Llc.
CLOSED
Shares0 from 1,333
Change-1,333 (-100%)
Value$0 (-$119.6K)
Filed 2026-11-06
Bayforest Capital Ltd
CLOSED
Shares0 from 676
Change-676 (-100%)
Value$0 (-$60.7K)
Filed 2026-11-03
AdvisorNet Financial, Inc
CLOSED
Shares0 from 264
Change-264 (-100%)
Value$0 (-$23.7K)
Filed 2026-10-15
Asset Dedication, LLC
CLOSED
Shares0 from 23
Change-23 (-100%)
Value$0 (-$2.1K)
Filed 2026-11-03
Cornerstone Planning Group LLC
CLOSED
Shares0 from 16
Change-16 (-100%)
Value$0 (-$1.5K)
Filed 2026-10-16
Navigoe, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 ($0)
Filed 2026-11-04
Sunrise Financial Services, LLC
CLOSED
Shares0 from 6
Change-6 (-100%)
Value$0 (-$539)
Filed 2026-10-21
Plante Moran Financial Advisors, LLC
CLOSED
Shares0 from 3
Change-3 (-100%)
Value$0 (-$269)
Filed 2026-11-04
Evolution Advisers, Inc.
CLOSED
Shares0 from 1
Change-1 (-100%)
Value$0 ($0)
Filed 2026-11-06
Activest Wealth Management
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2026-10-15
BlackRock, Inc.
N/A
Shares— from 11,941,762
Change-11,941,762 (-100%)
Value—
State Farm Mutual Automobile Insurance Co
N/A
Shares— from 9,142,617
Change-9,142,617 (-100%)
Value—
Vanguard Portfolio Management LLC
N/A
Shares— from 6,523,217
Change-6,523,217 (-100%)
Value—
Vanguard Capital Management LLC
N/A
Shares— from 5,249,585
Change-5,249,585 (-100%)
Value—
State Street Corp
N/A
Shares— from 5,031,135
Change-5,031,135 (-100%)
Value—
FMR LLC
N/A
Shares— from 3,932,243
Change-3,932,243 (-100%)
Value—
Kayne Anderson Rudnick Investment Management LLC
N/A
Shares— from 2,782,815
Change-2,782,815 (-100%)
Value—
Morgan Stanley
N/A
Shares— from 2,505,649
Change-2,505,649 (-100%)
Value—
Fuller & Thaler Asset Management, Inc.
N/A
Shares— from 2,298,083
Change-2,298,083 (-100%)
Value—
Invesco Ltd.
N/A
Shares— from 1,910,328
Change-1,910,328 (-100%)
Value—
Massachusetts Financial Services Co
N/A
Shares— from 1,635,889
Change-1,635,889 (-100%)
Value—
Fiduciary Management Inc
N/A
Shares— from 1,279,144
Change-1,279,144 (-100%)
Value—
American Century Companies Inc
N/A
Shares— from 1,267,162
Change-1,267,162 (-100%)
Value—
Northern Trust Corp
N/A
Shares— from 1,163,233
Change-1,163,233 (-100%)
Value—
First Trust Advisors LP
N/A
Shares— from 1,084,103
Change-1,084,103 (-100%)
Value—
Norges Bank
N/A
Shares— from 1,050,604
Change-1,050,604 (-100%)
Value—
Capital Counsel LLC
N/A
Shares— from 955,398
Change-955,398 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 865,465
Change-865,465 (-100%)
Value—
Charles Schwab Investment Management Inc
N/A
Shares— from 821,884
Change-821,884 (-100%)
Value—
UBS Group AG
N/A
Shares— from 769,822
Change-769,822 (-100%)
Value—
Vanguard Fiduciary Trust Co
N/A
Shares— from 732,217
Change-732,217 (-100%)
Value—
AQR Capital Management LLC
N/A
Shares— from 673,621
Change-673,621 (-100%)
Value—
Boston Partners
N/A
Shares— from 671,952
Change-671,952 (-100%)
Value—
Quantinno Capital Management LP
N/A
Shares— from 665,883
Change-665,883 (-100%)
Value—
Gotham Asset Management, LLC
N/A
Shares— from 657,057
Change-657,057 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 657,026
Change-657,026 (-100%)
Value—
Gabelli Funds LLC
N/A
Shares— from 648,500
Change-648,500 (-100%)
Value—
TD Asset Management Inc
N/A
Shares— from 580,330
Change-580,330 (-100%)
Value—
Point72 Asset Management, L.P.
N/A
Shares— from 574,313
Change-574,313 (-100%)
Value—
Epoch Investment Partners, Inc.
N/A
Shares— from 554,772
Change-554,772 (-100%)
Value—
Victory Capital Management Inc
N/A
Shares— from 548,632
Change-548,632 (-100%)
Value—
Qube Research & Technologies Ltd
N/A
Shares— from 524,837
Change-524,837 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 520,056
Change-520,056 (-100%)
Value—
Arrowstreet Capital, Limited Partnership
N/A
Shares— from 488,676
Change-488,676 (-100%)
Value—
Geneva Capital Management LLC
N/A
Shares— from 473,544
Change-473,544 (-100%)
Value—
Mairs & Power Inc
N/A
Shares— from 463,717
Change-463,717 (-100%)
Value—
Jupiter Topco LLC
N/A
Shares— from 456,677
Change-456,677 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 403,275
Change-403,275 (-100%)
Value—
Goldman Sachs Group Inc
N/A
Shares— from 398,318
Change-398,318 (-100%)
Value—
Ceredex Value Advisors LLC
N/A
Shares— from 373,600
Change-373,600 (-100%)
Value—
UBS Asset Management Americas LLC
N/A
Shares— from 356,112
Change-356,112 (-100%)
Value—
Rhumbline Advisers
N/A
Shares— from 324,954
Change-324,954 (-100%)
Value—
SEI Investments Co
N/A
Shares— from 280,751
Change-280,751 (-100%)
Value—
California Public Employees Retirement System
N/A
Shares— from 274,656
Change-274,656 (-100%)
Value—
Gamco Investors, Inc. ET AL
N/A
Shares— from 274,351
Change-274,351 (-100%)
Value—
Two Sigma Investments, LP
N/A
Shares— from 274,251
Change-274,251 (-100%)
Value—
WCM Investment Management, LLC
N/A
Shares— from 252,585
Change-252,585 (-100%)
Value—
Marshall Wace, LLP
N/A
Shares— from 247,030
Change-247,030 (-100%)
Value—
Acadian Asset Management LLC
N/A
Shares— from 243,274
Change-243,274 (-100%)
Value—
MetLife Investment Management, LLC
N/A
Shares— from 234,967
Change-234,967 (-100%)
Value—
Swiss National Bank
N/A
Shares— from 232,400
Change-232,400 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 217,476
Change-217,476 (-100%)
Value—
Nuveen, LLC
N/A
Shares— from 209,136
Change-209,136 (-100%)
Value—
Raymond James Financial Inc
N/A
Shares— from 197,193
Change-197,193 (-100%)
Value—
Ameriprise Financial Inc
N/A
Shares— from 188,685
Change-188,685 (-100%)
Value—
Oribel Capital Management, LP
N/A
Shares— from 176,900
Change-176,900 (-100%)
Value—
Millennium Management LLC
N/A
Shares— from 167,229
Change-167,229 (-100%)
Value—
Van Eck Associates Corp
N/A
Shares— from 163,837
Change-163,837 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 161,557
Change-161,557 (-100%)
Value—
Legal & General Group Plc
N/A
Shares— from 157,887
Change-157,887 (-100%)
Value—
Susquehanna Fundamental Investments, LLC
N/A
Shares— from 152,315
Change-152,315 (-100%)
Value—
Alliancebernstein L.P.
N/A
Shares— from 144,936
Change-144,936 (-100%)
Value—
Stifel Financial Corp
N/A
Shares— from 136,980
Change-136,980 (-100%)
Value—
California State Teachers Retirement System
N/A
Shares— from 134,629
Change-134,629 (-100%)
Value—
Heartland Advisors Inc
N/A
Shares— from 132,479
Change-132,479 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 128,286
Change-128,286 (-100%)
Value—
New York State Common Retirement Fund
N/A
Shares— from 124,360
Change-124,360 (-100%)
Value—
Trexquant Investment LP
N/A
Shares— from 120,044
Change-120,044 (-100%)
Value—
State Board of Administration of Florida Retirement System
N/A
Shares— from 119,467
Change-119,467 (-100%)
Value—
Price T Rowe Associates Inc
N/A
Shares— from 109,613
Change-109,613 (-100%)
Value—
Royal Bank of Canada
N/A
Shares— from 109,346
Change-109,346 (-100%)
Value—
Vanguard Asset Management, Ltd
N/A
Shares— from 108,273
Change-108,273 (-100%)
Value—
Caisse de Depot ET Placement DU Quebec
N/A
Shares— from 104,544
Change-104,544 (-100%)
Value—
BNP Paribas Financial Markets
N/A
Shares— from 104,291
Change-104,291 (-100%)
Value—
Voya Investment Management LLC
N/A
Shares— from 103,906
Change-103,906 (-100%)
Value—
BNP Paribas Asset Management Holding S.A.
N/A
Shares— from 103,793
Change-103,793 (-100%)
Value—
Edgestream Partners, L.P.
N/A
Shares— from 98,972
Change-98,972 (-100%)
Value—
Teacher Retirement System of Texas
N/A
Shares— from 96,559
Change-96,559 (-100%)
Value—
Frontier Capital Management Co LLC
N/A
Shares— from 94,808
Change-94,808 (-100%)
Value—
Blair William & Co
N/A
Shares— from 94,285
Change-94,285 (-100%)
Value—
Schonfeld Strategic Advisors LLC
N/A
Shares— from 90,489
Change-90,489 (-100%)
Value—
1832 Asset Management L.P.
N/A
Shares— from 85,394
Change-85,394 (-100%)
Value—
Balyasny Asset Management L.P.
N/A
Shares— from 84,672
Change-84,672 (-100%)
Value—
Canada Life Assurance Co
N/A
Shares— from 82,493
Change-82,493 (-100%)
Value—
Manufacturers Life Insurance Company, the
N/A
Shares— from 80,002
Change-80,002 (-100%)
Value—
Holocene Advisors, LP
N/A
Shares— from 78,854
Change-78,854 (-100%)
Value—
HSBC Holdings PLC
N/A
Shares— from 70,448
Change-70,448 (-100%)
Value—
Benjamin Edwards Inc
N/A
Shares— from 70,084
Change-70,084 (-100%)
Value—
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A
Shares— from 68,824
Change-68,824 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 66,544
Change-66,544 (-100%)
Value—
Capital Fund Management S.A.
N/A
Shares— from 62,992
Change-62,992 (-100%)
Value—
Focus Partners Wealth
N/A
Shares— from 60,293
Change-60,293 (-100%)
Value—
Concentric Capital Strategies, LP
N/A
Shares— from 58,875
Change-58,875 (-100%)
Value—
SIT Investment Associates Inc
N/A
Shares— from 58,100
Change-58,100 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 57,432
Change-57,432 (-100%)
Value—
SG Americas Securities, LLC
N/A
Shares— from 56,825
Change-56,825 (-100%)
Value—
Connor, Clark & Lunn Investment Management Ltd.
N/A
Shares— from 56,181
Change-56,181 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 54,807
Change-54,807 (-100%)
Value—
Prudential Financial Inc
N/A
Shares— from 53,660
Change-53,660 (-100%)
Value—
Freestone Grove Partners LP
N/A
Shares— from 52,525
Change-52,525 (-100%)
Value—
Police & Firemen's Retirement System of New Jersey
N/A
Shares— from 51,828
Change-51,828 (-100%)
Value—
Treasurer of the State of North Carolina
N/A
Shares— from 49,131
Change-49,131 (-100%)
Value—
Whittier Trust Co
N/A
Shares— from 48,001
Change-48,001 (-100%)
Value—
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A
Shares— from 47,119
Change-47,119 (-100%)
Value—
State of Tennessee, Department of Treasury
N/A
Shares— from 45,775
Change-45,775 (-100%)
Value—
Vanguard Global Advisers, LLC
N/A
Shares— from 45,252
Change-45,252 (-100%)
Value—
State of Wisconsin Investment Board
N/A
Shares— from 45,207
Change-45,207 (-100%)
Value—
Curi Capital, LLC
N/A
Shares— from 44,749
Change-44,749 (-100%)
Value—
Advisors Capital Management, LLC
N/A
Shares— from 44,638
Change-44,638 (-100%)
Value—
Callan Family Office, LLC
N/A
Shares— from 43,988
Change-43,988 (-100%)
Value—
Brown Advisory Inc
N/A
Shares— from 43,224
Change-43,224 (-100%)
Value—
KLP Kapitalforvaltning AS
N/A
Shares— from 43,200
Change-43,200 (-100%)
Value—
Mariner, LLC
N/A
Shares— from 42,922
Change-42,922 (-100%)
Value—
Natixis Advisors, LLC
N/A
Shares— from 42,801
Change-42,801 (-100%)
Value—
ExodusPoint Capital Management, LP
N/A
Shares— from 41,998
Change-41,998 (-100%)
Value—
Rothschild Capital Partners, LLC
N/A
Shares— from 41,137
Change-41,137 (-100%)
Value—
Summit Trail Advisors, LLC
N/A
Shares— from 41,055
Change-41,055 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 40,479
Change-40,479 (-100%)
Value—
Sprucegrove Investment Management LTD
N/A
Shares— from 40,004
Change-40,004 (-100%)
Value—
Public Employees Retirement System of Ohio
N/A
Shares— from 39,737
Change-39,737 (-100%)
Value—
Handelsbanken Fonder AB
N/A
Shares— from 38,432
Change-38,432 (-100%)
Value—
Johnson Investment Counsel Inc
N/A
Shares— from 38,206
Change-38,206 (-100%)
Value—
New Age Alpha Advisors, LLC
N/A
Shares— from 38,021
Change-38,021 (-100%)
Value—
AXQ Capital, LP
N/A
Shares— from 37,402
Change-37,402 (-100%)
Value—
Palisade Capital Management, LP
N/A
Shares— from 37,183
Change-37,183 (-100%)
Value—
Teachers Retirement System of the State of Kentucky
N/A
Shares— from 36,638
Change-36,638 (-100%)
Value—
PDT Partners, LLC
N/A
Shares— from 36,552
Change-36,552 (-100%)
Value—
Jump Financial, LLC
N/A
Shares— from 34,451
Change-34,451 (-100%)
Value—
Man Group plc
N/A
Shares— from 34,188
Change-34,188 (-100%)
Value—
Meiji Yasuda Asset Management Co Ltd.
N/A
Shares— from 33,845
Change-33,845 (-100%)
Value—
Neuberger Berman Group LLC
N/A
Shares— from 32,296
Change-32,296 (-100%)
Value—
CIBC Bancorp USA Inc.
N/A
Shares— from 31,150
Change-31,150 (-100%)
Value—
Berger Financial Group, Inc
N/A
Shares— from 29,630
Change-29,630 (-100%)
Value—
Vanguard Investments Australia, Ltd.
N/A
Shares— from 29,432
Change-29,432 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 28,661
Change-28,661 (-100%)
Value—
Dorsey & Whitney Trust Co LLC
N/A
Shares— from 28,422
Change-28,422 (-100%)
Value—
Orion Porfolio Solutions, LLC
N/A
Shares— from 27,961
Change-27,961 (-100%)
Value—
Squarepoint Ops LLC
N/A
Shares— from 27,249
Change-27,249 (-100%)
Value—
Baird Financial Group, Inc.
N/A
Shares— from 26,960
Change-26,960 (-100%)
Value—
Nomura Asset Management International Inc.
N/A
Shares— from 26,788
Change-26,788 (-100%)
Value—
Pathstone Holdings, LLC
N/A
Shares— from 26,585
Change-26,585 (-100%)
Value—
Northwestern Mutual Investment Management Company, LLC
N/A
Shares— from 26,052
Change-26,052 (-100%)
Value—
Advisory Services Network, LLC
N/A
Shares— from 25,669
Change-25,669 (-100%)
Value—
Scharf Investments, LLC
N/A
Shares— from 25,353
Change-25,353 (-100%)
Value—
&partners
N/A
Shares— from 23,935
Change-23,935 (-100%)
Value—
Occudo Quantitative Strategies LP
N/A
Shares— from 23,809
Change-23,809 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 22,960
Change-22,960 (-100%)
Value—
Commerce Bank
N/A
Shares— from 22,928
Change-22,928 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 22,851
Change-22,851 (-100%)
Value—
Vident Advisory, LLC
N/A
Shares— from 22,288
Change-22,288 (-100%)
Value—
Cerity Partners LLC
N/A
Shares— from 22,127
Change-22,127 (-100%)
Value—
Nomura Asset Management Co LTD
N/A
Shares— from 20,868
Change-20,868 (-100%)
Value—
NewEdge Wealth, LLC
N/A
Shares— from 19,769
Change-19,769 (-100%)
Value—
Mosaic Family Wealth Partners, LLC
N/A
Shares— from 19,560
Change-19,560 (-100%)
Value—
USS Investment Management Ltd
N/A
Shares— from 19,300
Change-19,300 (-100%)
Value—
Boothbay Fund Management, LLC
N/A
Shares— from 19,212
Change-19,212 (-100%)
Value—
White Pine Capital LLC
N/A
Shares— from 19,145
Change-19,145 (-100%)
Value—
Ensign Peak Advisors, Inc
N/A
Shares— from 19,066
Change-19,066 (-100%)
Value—
Vestmark Advisory Solutions, Inc.
N/A
Shares— from 18,891
Change-18,891 (-100%)
Value—
EntryPoint Capital, LLC
N/A
Shares— from 18,645
Change-18,645 (-100%)
Value—
Hills Bank & Trust Co
N/A
Shares— from 17,582
Change-17,582 (-100%)
Value—
Utah Retirement Systems
N/A
Shares— from 17,513
Change-17,513 (-100%)
Value—
Mitsubishi UFJ Trust & Banking Corp
N/A
Shares— from 17,471
Change-17,471 (-100%)
Value—
Campbell & Co Investment Adviser LLC
N/A
Shares— from 17,364
Change-17,364 (-100%)
Value—
Pacer Advisors, Inc.
N/A
Shares— from 16,654
Change-16,654 (-100%)
Value—
Aster Capital Management (Difc) Ltd
N/A
Shares— from 16,404
Change-16,404 (-100%)
Value—
Dean Investment Associates, LLC
N/A
Shares— from 15,280
Change-15,280 (-100%)
Value—
M&T Bank Corp
N/A
Shares— from 15,200
Change-15,200 (-100%)
Value—
Bridgewater Associates, LP
N/A
Shares— from 15,085
Change-15,085 (-100%)
Value—
Bank of Montreal
N/A
Shares— from 14,911
Change-14,911 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 14,557
Change-14,557 (-100%)
Value—
Engineers Gate Manager LP
N/A
Shares— from 14,280
Change-14,280 (-100%)
Value—
Granite Bay Wealth Management, LLC
N/A
Shares— from 14,000
Change-14,000 (-100%)
Value—
Entropy Technologies, LP
N/A
Shares— from 13,623
Change-13,623 (-100%)
Value—
Jensen Investment Management Inc
N/A
Shares— from 13,490
Change-13,490 (-100%)
Value—
Vanguard Personalized Indexing Management, LLC
N/A
Shares— from 13,403
Change-13,403 (-100%)
Value—
Chevy Chase Trust Holdings, LLC
N/A
Shares— from 13,275
Change-13,275 (-100%)
Value—
Empowered Funds, LLC
N/A
Shares— from 13,076
Change-13,076 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 12,987
Change-12,987 (-100%)
Value—
Sumitomo Life Insurance Co
N/A
Shares— from 12,875
Change-12,875 (-100%)
Value—
Whittier Trust Co of Nevada Inc
N/A
Shares— from 12,729
Change-12,729 (-100%)
Value—
Leavell Investment Management, Inc.
N/A
Shares— from 12,574
Change-12,574 (-100%)
Value—
Sequoia Financial Advisors, LLC
N/A
Shares— from 11,605
Change-11,605 (-100%)
Value—
Inspire Advisors, LLC
N/A
Shares— from 11,590
Change-11,590 (-100%)
Value—
Aviva PLC
N/A
Shares— from 11,469
Change-11,469 (-100%)
Value—
Aurora Investment Counsel
N/A
Shares— from 11,385
Change-11,385 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 11,200
Change-11,200 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 11,195
Change-11,195 (-100%)
Value—
Caprock Group, LLC
N/A
Shares— from 11,055
Change-11,055 (-100%)
Value—
Quantbot Technologies LP
N/A
Shares— from 10,864
Change-10,864 (-100%)
Value—
XTX Topco Ltd
N/A
Shares— from 10,541
Change-10,541 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 10,334
Change-10,334 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 10,236
Change-10,236 (-100%)
Value—
Cresset Asset Management, LLC
N/A
Shares— from 9,256
Change-9,256 (-100%)
Value—
Federated Hermes, Inc.
N/A
Shares— from 9,008
Change-9,008 (-100%)
Value—
Public Employees Retirement Association of Colorado
N/A
Shares— from 8,838
Change-8,838 (-100%)
Value—
Federation des caisses Desjardins du Quebec
N/A
Shares— from 8,823
Change-8,823 (-100%)
Value—
Intech Investment Management LLC
N/A
Shares— from 8,813
Change-8,813 (-100%)
Value—
Ironwood Investment Counsel, LLC
N/A
Shares— from 8,423
Change-8,423 (-100%)
Value—
Bartlett & Co. Wealth Management LLC
N/A
Shares— from 8,222
Change-8,222 (-100%)
Value—
Morningstar Investment Management LLC
N/A
Shares— from 8,088
Change-8,088 (-100%)
Value—
Panagora Asset Management Inc
N/A
Shares— from 7,898
Change-7,898 (-100%)
Value—
Schroder Investment Management Group
N/A
Shares— from 7,866
Change-7,866 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 7,836
Change-7,836 (-100%)
Value—
Kera Capital Partners, Inc.
N/A
Shares— from 7,693
Change-7,693 (-100%)
Value—
Ballentine Partners, LLC
N/A
Shares— from 7,589
Change-7,589 (-100%)
Value—
Gallagher Fiduciary Advisors, LLC
N/A
Shares— from 7,152
Change-7,152 (-100%)
Value—
Syon Capital LLC
N/A
Shares— from 7,125
Change-7,125 (-100%)
Value—
Broadwater Capital Management LLC
N/A
Shares— from 7,100
Change-7,100 (-100%)
Value—
Bearing Point Capital, LLC
N/A
Shares— from 7,053
Change-7,053 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 6,871
Change-6,871 (-100%)
Value—
Integrated Wealth Concepts LLC
N/A
Shares— from 6,705
Change-6,705 (-100%)
Value—
Frec Markets, Inc.
N/A
Shares— from 6,700
Change-6,700 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 6,648
Change-6,648 (-100%)
Value—
North Star Asset Management Inc
N/A
Shares— from 6,583
Change-6,583 (-100%)
Value—
Pinebridge Investments LLC
N/A
Shares— from 6,536
Change-6,536 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 6,507
Change-6,507 (-100%)
Value—
Lazard Asset Management LLC
N/A
Shares— from 6,297
Change-6,297 (-100%)
Value—
denkapparat Operations GmbH
N/A
Shares— from 6,190
Change-6,190 (-100%)
Value—
One Wealth Advisors, LLC
N/A
Shares— from 6,017
Change-6,017 (-100%)
Value—
Aristotle Capital Management, LLC
N/A
Shares— from 6,000
Change-6,000 (-100%)
Value—
CI Investments Inc.
N/A
Shares— from 5,920
Change-5,920 (-100%)
Value—
First National Bank of Omaha
N/A
Shares— from 5,904
Change-5,904 (-100%)
Value—
Great Valley Advisor Group, Inc.
N/A
Shares— from 5,775
Change-5,775 (-100%)
Value—
Martingale Asset Management L P
N/A
Shares— from 5,431
Change-5,431 (-100%)
Value—
Azimuth Capital Investment Management LLC
N/A
Shares— from 5,350
Change-5,350 (-100%)
Value—
Argent Trust Co
N/A
Shares— from 5,349
Change-5,349 (-100%)
Value—
DnB Asset Management AS
N/A
Shares— from 5,347
Change-5,347 (-100%)
Value—
Tiaa-Cref Individual & Institutional Services, LLC
N/A
Shares— from 5,122
Change-5,122 (-100%)
Value—
Okabena Investment Services Inc
N/A
Shares— from 5,025
Change-5,025 (-100%)
Value—
Roberts Glore & Co Inc
N/A
Shares— from 5,003
Change-5,003 (-100%)
Value—
Janney Montgomery Scott LLC
N/A
Shares— from 4,910
Change-4,910 (-100%)
Value—
Arax Advisory Partners
N/A
Shares— from 4,899
Change-4,899 (-100%)
Value—
Laird Norton Wetherby Trust Company, LLC
N/A
Shares— from 4,891
Change-4,891 (-100%)
Value—
AE Wealth Management LLC
N/A
Shares— from 4,816
Change-4,816 (-100%)
Value—
Coldstream Capital Management Inc
N/A
Shares— from 4,689
Change-4,689 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 4,655
Change-4,655 (-100%)
Value—
SummitTX Capital, L.P.
N/A
Shares— from 4,339
Change-4,339 (-100%)
Value—
Ellevest, Inc.
N/A
Shares— from 4,178
Change-4,178 (-100%)
Value—
Somerville Kurt F
N/A
Shares— from 4,125
Change-4,125 (-100%)
Value—
Bluespring Wealth Management, LLC
N/A
Shares— from 4,051
Change-4,051 (-100%)
Value—
Brevan Howard Capital Management LP
N/A
Shares— from 3,874
Change-3,874 (-100%)
Value—
Shelton Capital Management
N/A
Shares— from 3,751
Change-3,751 (-100%)
Value—
Ballast Advisors LLC
N/A
Shares— from 3,736
Change-3,736 (-100%)
Value—
Evolve Private Wealth, LLC
N/A
Shares— from 3,700
Change-3,700 (-100%)
Value—
Beacon Pointe Advisors, LLC
N/A
Shares— from 3,626
Change-3,626 (-100%)
Value—
Summitry LLC
N/A
Shares— from 3,624
Change-3,624 (-100%)
Value—
iSAM Funds (UK) Ltd
N/A
Shares— from 3,600
Change-3,600 (-100%)
Value—
Vestcor Inc
N/A
Shares— from 3,349
Change-3,349 (-100%)
Value—
Ausdal Financial Partners, Inc.
N/A
Shares— from 3,319
Change-3,319 (-100%)
Value—
Osprey Private Wealth LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
First Eagle Investment Management, LLC
N/A
Shares— from 3,200
Change-3,200 (-100%)
Value—
World Investment Advisors
N/A
Shares— from 3,187
Change-3,187 (-100%)
Value—
Hantz Financial Services, Inc.
N/A
Shares— from 3,142
Change-3,142 (-100%)
Value—
United Capital Financial Advisors, LLC
N/A
Shares— from 3,103
Change-3,103 (-100%)
Value—
Legend Financial Advisors, Inc.
N/A
Shares— from 3,092
Change-3,092 (-100%)
Value—
QRG Capital Management, Inc.
N/A
Shares— from 3,030
Change-3,030 (-100%)
Value—
Hemenway Trust Co LLC
N/A
Shares— from 3,000
Change-3,000 (-100%)
Value—
Ramirez Asset Management, Inc.
N/A
Shares— from 2,960
Change-2,960 (-100%)
Value—
AlphaGrep UK Ltd
N/A
Shares— from 2,874
Change-2,874 (-100%)
Value—
Savvy Advisors, Inc.
N/A
Shares— from 2,870
Change-2,870 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 2,857
Change-2,857 (-100%)
Value—
Horizon Investments, LLC
N/A
Shares— from 2,849
Change-2,849 (-100%)
Value—
Florida Financial Advisors, LLC
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Essex Financial Services, Inc.
N/A
Shares— from 2,841
Change-2,841 (-100%)
Value—
Moneta Group Investment Advisors LLC
N/A
Shares— from 2,831
Change-2,831 (-100%)
Value—
Semanteon Capital Management, LP
N/A
Shares— from 2,706
Change-2,706 (-100%)
Value—
Faithward Advisors, LLC
N/A
Shares— from 2,676
Change-2,676 (-100%)
Value—
Pallas Capital Advisors LLC
N/A
Shares— from 2,665
Change-2,665 (-100%)
Value—
Hancock Whitney Corp
N/A
Shares— from 2,627
Change-2,627 (-100%)
Value—
Claret Asset Management Corp
N/A
Shares— from 2,553
Change-2,553 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 2,486
Change-2,486 (-100%)
Value—
Lcnb Corp
N/A
Shares— from 2,475
Change-2,475 (-100%)
Value—
Wealthspire Retirement, LLC
N/A
Shares— from 2,405
Change-2,405 (-100%)
Value—
Stephens Inc
N/A
Shares— from 2,383
Change-2,383 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 2,351
Change-2,351 (-100%)
Value—
NorthRock Partners, LLC
N/A
Shares— from 2,348
Change-2,348 (-100%)
Value—
Astoria Portfolio Advisors Llc.
N/A
Shares— from 2,319
Change-2,319 (-100%)
Value—
Payne Capital LLC
N/A
Shares— from 2,298
Change-2,298 (-100%)
Value—
Checchi Capital Advisers, LLC
N/A
Shares— from 2,295
Change-2,295 (-100%)
Value—
Tudor Investment Corp ET AL
N/A
Shares— from 2,279
Change-2,279 (-100%)
Value—
Oxford Asset Management LLP
N/A
Shares— from 2,235
Change-2,235 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 2,079
Change-2,079 (-100%)
Value—
Rockefeller Capital Management L.P.
N/A
Shares— from 1,984
Change-1,984 (-100%)
Value—
MidFirst Bank
N/A
Shares— from 1,980
Change-1,980 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 1,767
Change-1,767 (-100%)
Value—
Keating Financial Advisory Services, Inc.
N/A
Shares— from 1,587
Change-1,587 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 1,485
Change-1,485 (-100%)
Value—
Atlantic Union Bankshares Corp
N/A
Shares— from 1,305
Change-1,305 (-100%)
Value—
Employees Retirement System of Texas
N/A
Shares— from 974
Change-974 (-100%)
Value—
Sachetta, LLC
N/A
Shares— from 952
Change-952 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 927
Change-927 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 800
Change-800 (-100%)
Value—
USA Financial Formulas
N/A
Shares— from 779
Change-779 (-100%)
Value—
Strive Financial Group,LLC
N/A
Shares— from 505
Change-505 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 497
Change-497 (-100%)
Value—
Battery Global Advisors, LLC
N/A
Shares— from 478
Change-478 (-100%)
Value—
Ritter Daniher Financial Advisory LLC / de
N/A
Shares— from 477
Change-477 (-100%)
Value—
Webster Bank, N. A.
N/A
Shares— from 468
Change-468 (-100%)
Value—
Quantum Portfolio Management LLC
N/A
Shares— from 397
Change-397 (-100%)
Value—
Tiaa Wealth Investment Management LLC
N/A
Shares— from 359
Change-359 (-100%)
Value—
IFG Advisory, LLC
N/A
Shares— from 267
Change-267 (-100%)
Value—
Dogwood Wealth Management LLC
N/A
Shares— from 234
Change-234 (-100%)
Value—
Millstone Evans Group, LLC
N/A
Shares— from 212
Change-212 (-100%)
Value—
Quent Capital, LLC
N/A
Shares— from 202
Change-202 (-100%)
Value—
Index Technologies Group LLC
N/A
Shares— from 198
Change-198 (-100%)
Value—
HM Payson & Co
N/A
Shares— from 192
Change-192 (-100%)
Value—
CVA Family Office, LLC
N/A
Shares— from 179
Change-179 (-100%)
Value—
Basecamp Wealth Advisors LLC
N/A
Shares— from 168
Change-168 (-100%)
Value—
National Bank of Canada
N/A
Shares— from 160
Change-160 (-100%)
Value—
LOS Angeles Capital Management LLC
N/A
Shares— from 143
Change-143 (-100%)
Value—
LRI Investments, LLC
N/A
Shares— from 94
Change-94 (-100%)
Value—
Fiduciary Financial Advisors
N/A
Shares— from 79
Change-79 (-100%)
Value—
Security National Bank of SO DAK
N/A
Shares— from 79
Change-79 (-100%)
Value—
Ross\johnson & Associates LLC
N/A
Shares— from 78
Change-78 (-100%)
Value—
Ancora Advisors LLCA
N/A
Shares— from 78
Change-78 (-100%)
Value—
Quarry LP
N/A
Shares— from 68
Change-68 (-100%)
Value—
Transamerica Financial Advisors, LLC
N/A
Shares— from 64
Change-64 (-100%)
Value—
Altshuler Shaham Ltd
N/A
Shares— from 51
Change-51 (-100%)
Value—
Rothschild Investment LLC
N/A
Shares— from 48
Change-48 (-100%)
Value—
Truvestments Capital LLC
N/A
Shares— from 46
Change-46 (-100%)
Value—
Capital Analysts, LLC
N/A
Shares— from 39
Change-39 (-100%)
Value—
Rialto Wealth Management, LLC
N/A
Shares— from 31
Change-31 (-100%)
Value—
Bruce G. Allen Investments, LLC
N/A
Shares— from 30
Change-30 (-100%)
Value—
Continuum Advisory, LLC
N/A
Shares— from 29
Change-29 (-100%)
Value—
Brown Brothers Harriman & Co
N/A
Shares— from 29
Change-29 (-100%)
Value—
Raffa Wealth Management, LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Bogart Wealth, LLC
N/A
Shares— from 19
Change-19 (-100%)
Value—
SouthState Bank Corp
N/A
Shares— from 16
Change-16 (-100%)
Value—
Kilter Group LLC
N/A
Shares— from 15
Change-15 (-100%)
Value—
HFM Investment Advisors, LLC
N/A
Shares— from 13
Change-13 (-100%)
Value—
SHP Wealth Management
N/A
Shares— from 6
Change-6 (-100%)
Value—
Status
Geode Capital Management, LLC
DECREASED3,114,4553,120,304-5,8490%$280.2M$271.1M-$9.0M2026-11-06
Pictet Asset Management Holding SA
DECREASED2,277,7002,305,723-28,023-1%$207.0M$198.3M-$8.7M2026-11-03
Dimensional Fund Advisors LP
INCREASED2,173,0042,041,534+131,470+6%$183.3M$189.1M+$5.9M2026-11-04
Boston Trust Walden Corp
DECREASED1,588,5421,846,607-258,065-14%$165.8M$138.3M-$27.5M2026-10-30
Bank of New York Mellon Corp
DECREASED1,014,8981,064,301-49,403-5%$95.5M$88.3M-$7.2M2026-11-05
Allspring Global Investments Holdings, LLC
DECREASED936,878978,829-41,951-4%$86.6M$82.2M-$4.4M2026-11-04
DekaBank Deutsche Girozentrale
INCREASED742,166156,424+585,742+374%$12.9K$64.8M+$64.8M2026-10-27
Deprince Race & Zollo Inc
INCREASED562,615530,933+31,682+6%$47.7M$49.0M+$1.3M2026-10-13
Mcdaniel Terry & Co
DECREASED552,818553,427-6090%$49.7M$48.1M-$1.6M2026-11-05
Swedbank AB
INCREASED543,300534,400+8,900+2%$48.0M$47.3M-$684.3K2026-10-27
TrinityBridge Ltd
DECREASED525,566659,335-133,769-20%$59.2M$45.8M-$13.4M2026-10-30
Carnegie Investment Counsel
DECREASED348,318358,083-9,765-3%$30.9M$29.1M-$1.8M2026-10-20
ProShare Advisors LLC
INCREASED301,922301,551+371+0%$27.1M$26.3M-$790.9K2026-10-29
Wealth Enhancement Advisory Services, LLC
INCREASED288,912141,614+147,298+104%$12.6M$24.7M+$12.1M2026-10-13
Arbejdsmarkedets Tillaegspension
DECREASED288,500321,400-32,900-10%$28.9M$25.1M-$3.7M2026-10-30
Barclays PLC
INCREASED279,050184,757+94,293+51%$16.6M$24.3M+$7.7M2026-11-06
Principal Financial Group Inc
INCREASED266,582263,375+3,207+1%$23.6M$23.2M-$439.9K2026-11-02
Dudley & Shanley, Inc.
DECREASED260,170272,330-12,160-4%$24.4M$22.6M-$1.8M2026-10-06
US Bancorp \de\
INCREASED235,476229,990+5,486+2%$20.6M$20.5M-$150.4K2026-11-05
Confluence Investment Management LLC
DECREASED220,992247,292-26,300-11%$22.2M$19.2M-$3.0M2026-10-01
Alps Advisors Inc
DECREASED187,636201,083-13,447-7%$18.1M$16.3M-$1.7M2026-11-03
Retirement Systems of Alabama
DECREASED185,641185,870-2290%$16.7M$16.2M-$527.4K2026-11-04
Mountain Pacific Investment Advisers LLC
DECREASED173,718175,444-1,726-1%$15.7M$15.1M-$629.2K2026-10-29
Creative Planning
INCREASED163,57260,748+102,824+169%$5.5M$14.2M+$8.8M2026-11-02
Parallel Advisors, LLC
DECREASED135,324140,233-4,909-3%$12.6M$11.8M-$810.2K2026-11-03
Avity Investment Management Inc.
NEW125,498—+125,498——$10.9M—2026-10-09
Russell Investments Group, Ltd.
INCREASED115,50174,178+41,323+56%$6.7M$10.1M+$3.4M2026-11-06
Seizert Capital Partners, LLC
DECREASED112,702126,253-13,551-11%$11.3M$9.8M-$1.5M2026-10-30
State of Alaska, Department of Revenue
DECREASED107,789108,154-3650%$9.7M$9.4M-$328.0K2026-10-15
New York State Teachers Retirement System
DECREASED105,574109,343-3,769-3%$9.8M$9.2M-$627.0K2026-10-22
Aegon Asset Management UK PLC
DECREASED99,326120,663-21,337-18%$10.8M$8.6M-$2.2M2026-11-04
Willis Investment Counsel
INCREASED89,36081,745+7,615+9%$7.3M$7.8M+$439.6K2026-10-20
Palisade Asset Management, LLC
DECREASED83,59984,599-1,000-1%$7.6M$7.3M-$318.0K2026-11-03
Covea Finance
UNCHANGED79,63079,63000%$7.1M$6.9M-$217.4K2026-10-21
Wasatch Advisors LP
NEW77,737—+77,737——$6.8M—2026-10-13
First Nebraska Trust Co
DECREASED77,30781,307-4,000-5%$7.3M$6.7M-$570.3K2026-10-30
Waters Parkerson & Co., LLC
DECREASED76,55378,498-1,945-2%$7.0M$6.7M-$383.6K2026-11-04
Radnor Capital Management, LLC
INCREASED72,70072,000+700+1%$6.5M$6.3M-$135.6K2026-10-23
PNC Financial Services Group, Inc.
INCREASED67,68166,457+1,224+2%$6.0M$5.9M-$74.9K2026-11-06
Vest Financial, LLC
INCREASED66,91543,654+23,261+53%$3.9M$5.8M+$1.9M2026-10-21
SFE Investment Counsel
INCREASED66,51964,958+1,561+2%$5.8M$5.8M-$41.5K2026-10-29
Harvey Investment Co LLC
DECREASED66,48467,854-1,370-2%$6.1M$5.8M-$304.0K2026-10-20
GHP Investment Advisors, Inc.
INCREASED65,36163,382+1,979+3%$5.7M$5.7M-$8332026-10-15
Marks Group Wealth Management, Inc
DECREASED58,69358,792-990%$5.3M$5.1M-$169.1K2026-11-05
North Star Investment Management Corp.
UNCHANGED55,98255,98200%$5.0M$4.9M-$152.8K2026-10-27
LPL Financial LLC
INCREASED55,82150,668+5,153+10%$4.5M$4.9M+$310.1K2026-11-06
Illinois Municipal Retirement Fund
DECREASED55,63660,879-5,243-9%$5.5M$4.8M-$622.6K2026-11-05
Amalgamated Bank
INCREASED53,24252,790+452+1%$4.7M$4.6M-$105.0K2026-10-23
Thrivent Financial for Lutherans
DECREASED49,12751,933-2,806-5%$4.7M$4.3M-$385.0K2026-11-05
Mutual of America Capital Management LLC
DECREASED42,23542,989-754-2%$3.9M$3.7M-$183.0K2026-10-23
Bahl & Gaynor LLC
DECREASED41,60041,800-2000%$3.8M$3.6M-$131.5K2026-11-05
Regions Financial Corp
DECREASED41,19942,462-1,263-3%$3.8M$3.6M-$225.9K2026-11-05
B. Metzler seel. Sohn & Co. AG
UNCHANGED40,98740,98700%$3.7M$3.6M-$111.9K2026-10-30
Kestra Advisory Services, LLC
INCREASED40,43939,788+651+2%$3.6M$3.5M-$52.0K2026-11-02
Birchwood Financial Partners, Inc.
INCREASED39,47839,469+9+0%$3.5M$3.4M-$107.0K2026-11-02
Nicholas Company, Inc.
UNCHANGED38,05038,05000%$3.4M$3.3M-$103.9K2026-11-05
William Blair Investment Management, LLC
INCREASED35,78334,964+819+2%$3.1M$3.1M-$24.1K2026-11-06
Ethic Inc.
INCREASED35,11831,493+3,625+12%$2.8M$3.1M+$229.5K2026-11-03
Louisiana State Employees Retirement System
INCREASED34,40033,900+500+1%$3.0M$3.0M-$49.0K2026-10-20
Ballast Asset Management, LP
DECREASED33,72334,761-1,038-3%$3.1M$2.9M-$185.2K2026-11-04
State of New Jersey Common Pension Fund D
UNCHANGED33,64133,64100%$3.0M$2.9M-$91.8K2026-11-05
Fifth Third Bancorp
DECREASED33,34335,915-2,572-7%$3.2M$2.9M-$321.9K2026-11-05
Arizona State Retirement System
INCREASED32,64931,957+692+2%$2.9M$2.8M-$27.0K2026-11-03
Oak Thistle LLC
NEW32,378—+32,378——$2.8M—2026-10-21
Citigroup Inc
DECREASED31,692148,989-117,297-79%$13.4M$2.8M-$10.6M2026-11-04
Yousif Capital Management, LLC
DECREASED31,65033,680-2,030-6%$3.0M$2.8M-$268.6K2026-10-22
Focus Financial Network, Inc.
DECREASED30,51530,516-10%$2.7M$2.7M-$83.4K2026-10-14
Great Waters Wealth Management
UNCHANGED30,21930,21900%$2.7M$2.6M-$82.5K2026-10-07
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
DECREASED27,66727,726-590%$2.5M$2.4M-$80.8K2026-11-03
State of Michigan Retirement System
INCREASED27,15827,058+100+0%$2.4M$2.4M-$65.2K2026-10-27
Deutsche Bank Ag\
INCREASED26,10219,929+6,173+31%$1.8M$2.3M+$482.9K2026-11-06
Atria Investments, Inc
INCREASED25,70815,318+10,390+68%$1.4M$2.2M+$862.5K2026-10-15
Naples Global Advisors, LLC
INCREASED25,66525,154+511+2%$2.3M$2.2M-$24.2K2026-11-05
Inspire Investing, LLC
INCREASED25,03210,435+14,597+140%$936.8K$2.2M+$1.2M2026-10-22
New Mexico Educational Retirement Board
UNCHANGED24,90024,90000%$2.2M$2.2M-$68.0K2026-11-05
Oregon Public Employees Retirement Fund
INCREASED24,05023,950+100+0%$2.1M$2.1M-$56.7K2026-10-30
Romano Brothers and Company
DECREASED23,96023,995-350%$2.2M$2.1M-$68.6K2026-10-22
ICW Investment Advisors LLC
DECREASED23,89424,195-301-1%$2.2M$2.1M-$92.2K2026-10-27
Livforsakringsbolaget Skandia, Omsesidigt
DECREASED23,75124,231-480-2%$9.4M$10.1M+$690.7K2026-10-21
Values First Advisors, Inc.
DECREASED22,35022,617-267-1%$2.0M$1.9M-$84.9K2026-10-23
Keybank National Association
DECREASED21,56229,614-8,052-27%$2.7M$1.9M-$781.7K2026-11-04
Savant Capital, LLC
INCREASED19,47416,472+3,002+18%$1.5M$1.7M+$215.6K2026-11-06
Diversified Management Inc
INCREASED18,9223,293+15,629+475%$295.6K$1.6M+$1.4M2026-10-08
Armstrong Henry H Associates Inc
INCREASED18,79515,880+2,915+18%$1.4M$1.6M+$210.4K2026-10-07
Nisa Investment Advisors, LLC
INCREASED18,62317,900+723+4%$1.6M$1.6M+$14.1K2026-10-20
JGP Wealth Management, LLC
UNCHANGED18,55418,55400%$1.7M$1.6M-$50.7K2026-10-13
New York Life Investment Management LLC
INCREASED17,13714,778+2,359+16%$1.3M$1.5M+$165.0K2026-11-04
Genus Capital Management Inc.
NEW16,950—+16,950——$1.5M—2026-11-04
Hollow Brook Wealth Management LLC
UNCHANGED16,08516,08500%$1.4M$1.4M-$43.9K2026-10-29
Allen Investment Management, LLC
UNCHANGED16,00016,00000%$1.4M$1.4M-$43.7K2026-11-03
Sumitomo Mitsui DS Asset Management Company, Ltd
DECREASED15,54073,600-58,060-79%$6.6M$1.4M-$5.3M2026-10-20
Apollon Wealth Management, LLC
DECREASED14,19414,236-420%$1.3M$1.2M-$42.5K2026-10-23
Eads & Heald Wealth Management
INCREASED14,06313,820+243+2%$1.2M$1.2M-$16.6K2026-10-29
Granite Investment Partners, LLC
UNCHANGED14,05014,05000%$1.3M$1.2M-$38.4K2026-11-04
Xponance LLC
DECREASED13,67914,175-496-3%$1.3M$1.2M-$81.9K2026-11-03
Chicago Partners Investment Group LLC
INCREASED13,48211,610+1,872+16%$1.1M$1.1M+$85.0K2026-10-27
Commonwealth Equity Services, LLC
DECREASED12,64513,015-370-3%$1.2M$1.1M-$67.7K2026-11-02
MacKenzie Financial Corp
DECREASED12,37413,177-803-6%$1.2M$1.1M-$105.9K2026-11-02
Burney Co/
DECREASED12,32017,119-4,799-28%$1.5M$1.1M-$464.5K2026-10-15
Wedbush Securities Inc
DECREASED12,03612,438-402-3%$1.1M$1.0M-$69.0K2026-10-22
Lido Advisors, LLC
INCREASED11,9529,582+2,370+25%$860.2K$1.0M+$180.1K2026-11-04
MLG Wealth Management DBA Pine Grove Financial Group
DECREASED11,93012,205-275-2%$1.1M$1.0M-$57.2K2026-10-13
Studio Investment Management LLC
INCREASED11,92611,413+513+4%$1.0M$1.0M+$13.5K2026-10-22
Arjuna Capital
DECREASED11,84641,176-29,330-71%$3.7M$1.0M-$2.7M2026-11-03
Inscription Capital, LLC
DECREASED11,75617,289-5,533-32%$1.6M$1.0M-$528.8K2026-11-02
Swiss Life Asset Management Ltd
INCREASED10,52610,414+112+1%$934.9K$916.2K-$18.7K2026-11-03
Ritholtz Wealth Management
DECREASED9,92110,177-256-3%$913.6K$863.5K-$50.1K2026-11-05
Vise Technologies, Inc.
INCREASED9,8393,596+6,243+174%$322.8K$856.4K+$533.5K2026-10-29
Curated Wealth Partners LLC
INCREASED9,5604,742+4,818+102%$425.7K$832.1K+$406.4K2026-10-15
Loring Wolcott & Coolidge Fiduciary Advisors LLP
UNCHANGED9,5339,53300%$855.8K$829.8K-$26.0K2026-10-23
Sendero Wealth Management, LLC
INCREASED9,4029,388+14+0%$842.8K$818.4K-$24.4K2026-10-14
Investment House LLC
UNCHANGED9,4009,40000%$843.8K$818.2K-$25.7K2026-10-21
Sylvest Advisors, LLC
UNCHANGED9,3259,32500%$837.1K$811.6K-$25.5K2026-10-26
Diversified Trust Co
UNCHANGED9,2229,22200%$827.9K$802.7K-$25.2K2026-11-06
Azzad Asset Management Inc
DECREASED9,1219,444-323-3%$847.8K$793.9K-$53.9K2026-11-04
Exchange Traded Concepts, LLC
INCREASED9,0637,493+1,570+21%$672.6K$788.8K+$116.2K2026-10-28
Dynamic Advisor Solutions LLC
DECREASED9,0169,245-229-2%$829.9K$784.8K-$45.2K2026-10-13
State of Wyoming
DECREASED8,86611,069-2,203-20%$993.7K$771.7K-$222.0K2026-10-28
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
INCREASED8,7183,627+5,091+140%$325.6K$758.8K+$433.2K2026-10-27
Truist Financial Corp
INCREASED8,6467,682+964+13%$689.6K$752.5K+$62.9K2026-10-30
SEB Asset Management AB
INCREASED8,5704,281+4,289+100%$384.3K$745.9K+$361.6K2026-11-04
Securian Asset Management, Inc
DECREASED8,4598,585-126-1%$776.1K$736.3K-$39.8K2026-11-06
Verdence Capital Advisors LLC
DECREASED8,3748,430-56-1%$756.7K$728.8K-$27.9K2026-10-26
PineStone Asset Management Inc.
UNCHANGED8,3288,32800%$747.6K$724.9K-$22.7K2026-10-16
Crossmark Global Holdings, Inc.
DECREASED8,2918,593-302-4%$771.4K$721.6K-$49.7K2026-10-21
Trust Point Inc.
INCREASED8,1844,698+3,486+74%$421.7K$712.3K+$290.6K2026-10-27
Aaron Wealth Advisors LLC
INCREASED8,0124,489+3,523+78%$403.0K$697.4K+$294.4K2026-10-13
Glenview Trust Co
UNCHANGED8,0008,00000%$718.2K$696.3K-$21.8K2026-10-28
Virginia Retirement Systems ET Al
UNCHANGED7,6007,60000%$682.3K$661.5K-$20.7K2026-10-28
Integrity Alliance, Llc.
INCREASED7,4796,848+631+9%$614.7K$651.0K+$36.2K2026-10-29
Midwest Trust Co
NEW7,425—+7,425——$646.3K—2026-10-22
Maryland State Retirement & Pension System
INCREASED7,2705,612+1,658+30%$503.8K$632.8K+$129.0K2026-11-05
Cornerstone Wealth Management, LLC
DECREASED6,8446,855-110%$615.4K$595.7K-$19.6K2026-11-04
Amundi
INCREASED6,5376,377+160+3%$572.5K$569.0K-$3.5K2026-11-06
Cambridge Investment Research Advisors, Inc.
INCREASED6,5106,304+206+3%$566.0K$567.0K+$1.0K2026-11-02
Quadrant Capital Group LLC
INCREASED6,3225,668+654+12%$508.8K$551.0K+$42.2K2026-10-20
AlphaCore Capital LLC
INCREASED6,3015,239+1,062+20%$470.3K$548.4K+$78.1K2026-11-04
Fifth Third Wealth Advisors LLC
INCREASED6,1635,675+488+9%$509.4K$536.4K+$27.0K2026-10-22
CenterBook Partners LP
NEW5,948—+5,948——$517.7K—2026-11-02
Versant Capital Management, Inc
INCREASED5,7865,492+294+5%$493.0K$503.6K+$10.6K2026-10-02
MGO One Seven LLC
INCREASED5,6255,066+559+11%$454.8K$489.6K+$34.8K2026-10-28
NorthCrest Asset Manangement, LLC
NEW5,432—+5,432——$473.5K—2026-10-13
Citizens Financial Group Inc
NEW5,204—+5,204——$453.0K—2026-10-23
Elevation Point Wealth Partners, LLC
NEW5,120—+5,120——$445.7K—2026-11-05
HB Wealth Management, LLC
INCREASED5,1183,750+1,368+36%$336.6K$445.5K+$108.9K2026-10-23
Baker Avenue Asset Management, LP
INCREASED5,1004,310+790+18%$386.9K$443.9K+$56.9K2026-11-06
Certuity, LLC
INCREASED5,0974,119+978+24%$369.8K$443.6K+$73.9K2026-11-02
Affiance Financial, LLC
INCREASED5,0875,072+15+0%$455.4K$442.8K-$12.5K2026-10-15
Welch & Forbes LLC
DECREASED5,0005,401-401-7%$484.8K$435.2K-$49.6K2026-11-04
Concurrent Investment Advisors, LLC
INCREASED4,9664,602+364+8%$413.1K$432.2K+$19.1K2026-10-16
Parsons Capital Management Inc
UNCHANGED4,9504,95000%$444.4K$430.8K-$13.5K2026-10-28
Diversify Advisory Services, LLC
INCREASED4,9384,923+15+0%$458.8K$433.4K-$25.4K2026-10-20
Diversify Wealth Management, LLC
INCREASED4,9384,923+15+0%$458.8K$433.4K-$25.4K2026-10-20
Impact Capital Partners LLC
DECREASED4,9205,085-165-3%$456.5K$428.2K-$28.2K2026-10-22
HUB Investment Partners, LLC
INCREASED4,9194,393+526+12%$394.4K$428.2K+$33.8K2026-11-03
First Interstate Bank
UNCHANGED4,8004,80000%$430.9K$417.8K-$13.1K2026-10-23
Ashton Thomas Private Wealth, LLC
INCREASED4,6973,862+835+22%$346.7K$408.8K+$62.1K2026-11-03
Ascent Group, LLC
NEW4,668—+4,668——$406.3K—2026-10-30
Bernicke Wealth Management, Ltd.
DECREASED4,6604,808-148-3%$431.6K$405.6K-$26.0K2026-11-06
Perkins Capital Management Inc
UNCHANGED4,6004,60000%$412.9K$400.4K-$12.6K2026-11-02
Financial Planning Hawaii, Inc.
INCREASED4,5053,585+920+26%$321.8K$392.1K+$70.3K2026-10-13
Gamma Investing LLC
INCREASED4,4433,923+520+13%$352.2K$386.7K+$34.6K2026-10-08
Childress Capital Advisors, LLC
DECREASED4,4234,567-144-3%$410.0K$385.0K-$25.0K2026-10-28
Accredited Investors Inc.
INCREASED4,3554,334+21+0%$389.0K$379.0K-$10.0K2026-11-03
D.A. Davidson & Co.
DECREASED4,3164,425-109-2%$397.2K$375.7K-$21.6K2026-10-28
Perigon Wealth Management, LLC
INCREASED4,2393,718+521+14%$333.8K$369.0K+$35.2K2026-10-22
CX Institutional
INCREASED4,1484,127+21+1%$370$361-$92026-10-02
Mesirow Financial Investment Management, Inc.
NEW4,135—+4,135——$359.9K—2026-11-05
Y-Intercept (Hong Kong) Ltd
DECREASED4,04417,455-13,411-77%$1.6M$352.0K-$1.2M2026-10-16
Pier 88 Investment Partners LLC
UNCHANGED4,0004,00000%$359.1K$348.2K-$10.9K2026-11-06
Praxis Investment Management Inc
DECREASED3,8814,192-311-7%$376.0K$338.0K-$38.0K2026-11-03
Eastern Bank
DECREASED3,8503,920-70-2%$351.9K$335.1K-$16.8K2026-10-05
Crestwood Advisors Group, LLC
NEW3,748—+3,748——$326.2K—2026-10-27
Evergreen Capital Management LLC
INCREASED3,7113,491+220+6%$313.4K$323.0K+$9.6K2026-10-23
Centennial Wealth Advisory LLC
UNCHANGED3,7083,70800%$332.9K$322.7K-$10.1K2026-10-16
Parr Mcknight Wealth Management Group, LLC
UNCHANGED3,6713,67100%$329.5K$319.5K-$10.0K2026-10-30
KBC Group NV
UNCHANGED3,6443,64400%$327.0K$317.0K-$10.0K2026-10-22
Choreo, LLC
INCREASED3,5872,484+1,103+44%$222.9K$312.2K+$89.3K2026-10-28
CIBC Asset Management Inc
UNCHANGED3,5813,58100%$321.5K$311.7K-$9.8K2026-11-05
Kathmere Capital Management, LLC
INCREASED3,5572,594+963+37%$232.8K$309.6K+$76.7K2026-10-20
North Dakota State Investment Board
INCREASED3,5333,418+115+3%$306.8K$307.5K+$6782026-10-27
Advisory Advocates, LLC
DECREASED3,5293,620-91-3%$325.0K$307.2K-$17.8K2026-11-05
Merit Financial Group, LLC
INCREASED3,5203,066+454+15%$275.3K$306.4K+$31.1K2026-11-06
WBI Investments, LLC
DECREASED3,5053,599-94-3%$323.1K$305.1K-$18.0K2026-11-05
Mitchell Sinkler & Starr
INCREASED3,5023,481+21+1%$312.5K$304.8K-$7.7K2026-10-13
Leeward Financial Partners, LLC
UNCHANGED3,4823,48200%$312.6K$303.1K-$9.5K2026-10-23
Nykredit A/S
UNCHANGED3,3953,39500%$304.8K$295.5K-$9.3K2026-11-06
Sterling Capital Management LLC
DECREASED3,3343,471-137-4%$311.6K$290.2K-$21.4K2026-10-22
M. Kraus & Co
DECREASED3,2843,304-20-1%$296.6K$285.8K-$10.8K2026-10-20
Penobscot Investment Management Company, Inc.
UNCHANGED3,2003,20000%$287.3K$278.5K-$8.7K2026-10-26
Trueblood Wealth Management, LLC
DECREASED3,1693,206-37-1%$287.8K$275.8K-$12.0K2026-10-23
Portside Wealth Group, LLC
INCREASED3,1142,889+225+8%$259.3K$271.0K+$11.7K2026-10-20
Riverwater Partners LLC
INCREASED3,0933,083+10+0%$276.8K$269.2K-$7.5K2026-11-03
1900 Wealth Management LLC
UNCHANGED3,0843,08400%$276.9K$268.4K-$8.4K2026-10-13
Washington Trust Bank
UNCHANGED3,0003,00000%$269.3K$261.1K-$8.2K2026-11-03
Plimoth Trust Co LLC
UNCHANGED3,0003,00000%$269.3K$261.1K-$8.2K2026-10-26
TD Private Client Wealth LLC
DECREASED2,9553,700-745-20%$332.1K$257.2K-$74.9K2026-10-28
Blue Trust, Inc.
INCREASED2,8942,852+42+1%$256.1K$251.9K-$4.1K2026-10-15
Moss Adams Wealth Advisors LLC
NEW2,847—+2,847——$247.8K—2026-10-28
Northeast Investment Management
UNCHANGED2,8202,82000%$253.2K$245.5K-$7.7K2026-10-30
Tannin Capital LLC
DECREASED2,7792,882-103-4%$258.7K$241.9K-$16.8K2026-11-05
KFA Private Wealth Group, LLC
UNCHANGED2,6682,66800%$239.5K$232.2K-$7.3K2026-10-07
Hennion & Walsh Asset Management, Inc.
DECREASED2,6233,024-401-13%$271.5K$228.3K-$43.2K2026-10-13
Farther Finance Advisors, LLC
DECREASED2,6045,244-2,640-50%$470.5K$226.6K-$243.9K2026-10-08
AMG National Trust Bank
UNCHANGED2,5872,58700%$232.2K$225.2K-$7.1K2026-11-05
True North Advisors, LLC
DECREASED2,5683,768-1,200-32%$338.3K$223.5K-$114.7K2026-10-22
Manchester Capital Management LLC
INCREASED2,5072,505+2+0%$224.9K$218.2K-$6.7K2026-10-22
Signaturefd, LLC
INCREASED2,4101,523+887+58%$136.7K$209.8K+$73.1K2026-10-23
Profund Advisors LLC
DECREASED2,3992,475-76-3%$222.2K$208.8K-$13.4K2026-10-29
Steinberganna Wealth Management
INCREASED2,3822,373+9+0%$213.1K$207.3K-$5.8K2026-10-23
Compass Capital Management, Inc
UNCHANGED2,3752,37500%$213.2K$206.7K-$6.5K2026-11-06
Parkside Financial Bank & Trust
DECREASED2,1822,354-172-7%$211.3K$189.9K-$21.4K2026-10-27
Larson Financial Group LLC
INCREASED2,087640+1,447+226%$57.5K$181.6K+$124.2K2026-11-05
EverSource Wealth Advisors, LLC
DECREASED1,6211,624-30%$145.8K$141.1K-$4.7K2026-11-04
Strs Ohio
DECREASED1,5852,432-847-35%$218.3K$138.0K-$80.4K2026-10-30
USA Financial Formulas
NEW1,529—+1,529——$133.1K—2026-10-16
UMB Bank, n.a.
INCREASED1,5281,450+78+5%$130.2K$133.0K+$2.8K2026-11-06
Bangor Savings Bank
UNCHANGED1,5241,52400%$136.8K$132.6K-$4.2K2026-10-06
Root Financial Partners, LLC
NEW1,480—+1,480——$128.8K—2026-10-21
Kentucky Trust Co
UNCHANGED1,4301,43000%$128.4K$124.5K-$3.9K2026-10-15
Eurizon Capital SGR S.p.A.
DECREASED1,4191,699-280-16%$150.3K$124.1K-$26.2K2026-11-06
IFP Advisors, Inc
INCREASED1,2831,167+116+10%$104.8K$111.7K+$6.9K2026-10-16
Wilmington Savings Fund Society, FSB
UNCHANGED1,1251,12500%$101.0K$97.9K-$3.1K2026-10-23
Bank of New Hampshire
DECREASED1,0281,148-120-10%$103.1K$89.5K-$13.6K2026-10-06
Pacific Center for Financial Services
UNCHANGED1,0001,00000%$89.8K$87.0K-$2.7K2026-10-15
Natixis
DECREASED9744,614-3,640-79%$414.2K$84.8K-$329.4K2026-11-06
Gleason Group, Inc.
INCREASED814811+3+0%$72.8K$70.8K-$2.0K2026-10-15
Jacobi Capital Management LLC
NEW763—+763——$66.4K—2026-11-05
Southern Michigan Bank & Trust
DECREASED710830-120-14%$74.5K$61.8K-$12.7K2026-10-19
Hoese & Co LLP
UNCHANGED66066000%$59.2K$57.4K-$1.8K2026-10-21
Leonteq Securities AG
UNCHANGED63063000%$56.6K$54.8K-$1.7K2026-10-29
Elyxium Wealth, LLC
NEW568—+568——$49.4K—2026-10-27
Bullock Wealth Management Group
INCREASED549547+2+0%$48.4K$48.2K-$2482026-10-09
Next Level Wealth Planning, LLC
NEW541—+541——$47.1K—2026-10-29
Covestor Ltd
DECREASED496599-103-17%$54.0K$43.0K-$11.0K2026-10-30
SJS Investment Consulting Inc.
UNCHANGED48448400%$43.4K$42.1K-$1.3K2026-10-26
Essential Partners LLC
UNCHANGED47947900%$43.0K$41.7K-$1.3K2026-10-14
Gen-Wealth Partners Inc
DECREASED428746-318-43%$67.0K$37.3K-$29.7K2026-11-04
True Wealth Design, LLC
DECREASED389394-5-1%$35.4K$33.9K-$1.5K2026-10-13
Pflug Koory, LLC
UNCHANGED36036000%$32.3K$31.3K-$9832026-10-26
Silver Grove Financial Group, Inc.
DECREASED350356-6-2%$32.0K$30.5K-$1.5K2026-11-05
Trust Co of Vermont
UNCHANGED35035000%$31.4K$30.5K-$9562026-10-21
Allworth Financial LP
INCREASED340319+21+7%$28.7K$30.5K+$1.9K2026-11-06
Central Trust Co
DECREASED336382-46-12%$34.3K$29.3K-$5.0K2026-11-05
Clearstead Advisors, LLC
DECREASED304313-9-3%$28.1K$26.4K-$1.7K2026-11-06
Elevation Wealth Partners, LLC
INCREASED297187+110+59%$16.8K$25.9K+$9.1K2026-10-07
Assetmark, Inc
INCREASED294151+143+95%$13.6K$25.6K+$12.0K2026-10-21
V-Square Quantitative Management LLC
UNCHANGED25925900%$23.3K$22.5K-$7072026-10-15
Latitude Advisors, LLC
NEW248—+248——$21.6K—2026-10-27
MassMutual Private Wealth & Trust, FSB
DECREASED233301-68-23%$27.0K$20.3K-$6.7K2026-10-05
Private Wealth Management Group, LLC
UNCHANGED17917900%$16.1K$15.6K-$4882026-10-19
Trust Co of Toledo NA
UNCHANGED14514500%$13.0K$12.6K-$3962026-10-16
JFS Wealth Advisors, LLC
UNCHANGED14414400%$12.9K$12.5K-$3932026-11-03
Wealth Enhancement Trust Services, Inc.
INCREASED14039+101+259%$3.5K$12.2K+$8.7K2026-10-07
Owl Creek Wealth Partners LLC
UNCHANGED13513500%$12.1K$11.8K-$3682026-10-20
Clearstead Trust, LLC
UNCHANGED13213200%$11.9K$11.5K-$3602026-11-06
Mather Group, Llc.
UNCHANGED13113100%$11.8K$11.4K-$3582026-10-14
Pension & Wealth Management Advisors, Inc.
NEW123—+123——$10.7K—2026-10-16
GK Wealth Management LLC
NEW120—+120——$10.4K—2026-10-09
Mitsubishi UFJ Asset Management Co., Ltd.
UNCHANGED12012000%$10.8K$10.4K-$3272026-11-05
GoalVest Advisory LLC
NEW116—+116——$10.1K—2026-10-02
Simplex Trading, LLC
DECREASED1152,377-2,262-95%$213.4K$10.0K-$203.4K2026-11-04
Jnba Financial Advisors
UNCHANGED11211200%$10.1K$9.7K-$3062026-11-03
Birch Financial Group, LLC
NEW110—+110——$9.5K—2026-10-27
Fortitude Family Office, LLC
INCREASED10488+16+18%$7.9K$9.1K+$1.2K2026-10-14
Farmers & Merchants Investments Inc
UNCHANGED10010000%$9.0K$8.7K-$2732026-10-22
Nvest Wealth Strategies, Inc.
UNCHANGED10010000%$9.0K$8.7K-$2732026-10-14
Capital Advisors, Ltd. LLC
INCREASED9356+37+66%$5$8+$32026-10-27
Physician Wealth Advisors, Inc.
UNCHANGED939300%$8.3K$8.1K-$2542026-10-20
Adirondack Trust Co
UNCHANGED919100%$8.2K$7.9K-$2492026-10-14
Mowery & Schoenfeld Wealth Management, LLC
UNCHANGED909000%$8.1K$7.8K-$2462026-10-28
Zions Bancorporation, National Association
INCREASED8884+4+5%$7.5K$7.7K+$1192026-11-06
Holos Integrated Wealth LLC
UNCHANGED787800%$7.0K$6.8K-$1732026-10-23
Bare Financial Services, Inc
UNCHANGED767600%$6.8K$6.6K-$2072026-11-04
Mcdonald Partners LLC
NEW75—+75——$6.5K—2026-11-03
Highline Wealth Partners LLC
DECREASED7381-8-10%$7.3K$6.4K-$9172026-10-19
Rothwell Investment Advisors, LLC
NEW71—+71——$6.2K—2026-11-06
Community Financial Services Group, LLC
DECREASED6090-30-33%$8.0K$5.3K-$2.7K2026-10-15
Avion Wealth
INCREASED5235+17+49%$3$4+$12026-11-04
Concord Wealth Partners
UNCHANGED525200%$4.7K$4.5K-$1422026-11-02
Pinnacle Wealth Planning Services, Inc.
DECREASED5165-14-22%$5.8K$4.4K-$1.4K2026-10-27
Grove Bank & Trust
UNCHANGED505000%$4.5K$4.4K-$1372026-10-08
Meriwether Wealth & Planning, LLC
NEW41—+41——$3.6K—2026-10-13
Armstrong Advisory Group, Inc
UNCHANGED404000%$3.6K$3.5K-$1092026-10-09
Creative Capital Management Investments LLC
INCREASED3729+8+28%$2.6K$3.2K+$6172026-10-28
Cromwell Holdings LLC
UNCHANGED363600%$3.2K$3.1K-$992026-10-28
Country Trust Bank
NEW35—+35——$3.0K—2026-10-30
Fortis Group Advisors, LLC
UNCHANGED343400%$3.1K$3.0K-$932026-11-06
Ascentis Wealth Management, LLC
NEW29—+29——$2.5K—2026-11-03
Salomon & Ludwin, LLC
UNCHANGED292900%$2.6K$2.5K-$432026-10-29
Valued Wealth Advisors LLC
INCREASED2822+6+27%$2.0K$2.5K+$4512026-11-05
CoreCap Advisors, LLC
UNCHANGED272700%$2.4K$2.4K-$742026-10-08
UMB Private Wealth Management, LLC
NEW23—+23——$2.0K—2026-10-19
Bay Harbor Wealth Management, LLC
INCREASED2320+3+15%$1.8K$2.0K+$2072026-11-03
DiNuzzo Private Wealth, Inc.
UNCHANGED232300%$2.1K$2.0K-$632026-10-16
Bell Investment Advisors, Inc
UNCHANGED212100%$1.9K$1.8K-$582026-10-29
Creative Financial Designs Inc
UNCHANGED212100%$1.9K$1.8K-$572026-11-04
TFC Financial Management, Inc.
UNCHANGED202000%$1.8K$1.7K-$552026-10-26
Financial Consulate, Inc
UNCHANGED202000%$1.8K$1.7K-$552026-10-23
Provenance Wealth Advisors, LLC
NEW18—+18——$1.6K—2026-10-30
Marquette Asset Management, LLC
UNCHANGED181800%$1.6K$1.6K-$492026-10-09
First Horizon Corp
UNCHANGED151500%$1.3K$1.3K-$412026-10-26
Clark Wealth Partners
NEW13—+13——$1.1K—2026-10-19
Cedar Mountain Advisors, LLC
UNCHANGED131300%$1.2K$1.1K-$352026-10-15
Hughes Financial Services, LLC
UNCHANGED131300%$1.2K$1.1K-$582026-10-30
SBI Securities Co., Ltd.
UNCHANGED131300%$1.2K$1.1K-$352026-10-22
Rossby Financial, LCC
DECREASED1117-6-35%$1.5K$957-$5692026-11-05
Quaker Wealth Management, LLC
UNCHANGED101000%$898$871-$272026-10-22
Evolution Wealth Management Inc.
NEW9—+9——$783—2026-10-28
American Capital Advisory, LLC
UNCHANGED7700%$629$610-$192026-10-28
Planning Strategies Inc.
UNCHANGED7700%$628$609-$192026-10-02
Caitong International Asset Management Co., Ltd
INCREASED64+2+50%$359$522+$1632026-10-29
Maseco LLP
NEW4—+4——$348—2026-10-27
DecisionPoint Financial, LLC
INCREASED43+1+33%$266$352+$862026-10-27
Align Financial, LLC
NEW3—+3——$261—2026-10-16
Financial Management Professionals, Inc.
INCREASED32+1+50%$180$261+$812026-10-23
Davis Capital Management
NEW2—+2——$174—2026-10-08
Signature Equity Partners, LLC
DECREASED2100-98-98%$9.0K$175-$8.8K2026-10-29
Signature Resources Capital Management, LLC
NEW1—+1——$87—2026-10-16
Tounjian Advisory Partners, LLC
UNCHANGED1100%$63$62-$12026-11-04
James T. Borello RIA
UNCHANGED1100%$90$87-$32026-10-16
Maryland Capital Advisors Inc.
UNCHANGED1100%$90$88-$22026-10-15
Wesbanco Bank Inc
CLOSED03,822-3,822-100%$343.1K$0-$343.1K2026-11-04
Robeco Institutional Asset Management B.V.
CLOSED02,601-2,601-100%$233.5K$0-$233.5K2026-10-20
Hardworking Capital Advisors, LLC
CLOSED02,544-2,544-100%$228.4K$0-$228.4K2026-10-20
Patriot Investment Management Group, Inc.
CLOSED02,275-2,275-100%$204.2K$0-$204.2K2026-10-15
Institute for Wealth Management, Llc.
CLOSED01,333-1,333-100%$119.6K$0-$119.6K2026-11-06
Bayforest Capital Ltd
CLOSED0676-676-100%$60.7K$0-$60.7K2026-11-03
AdvisorNet Financial, Inc
CLOSED0264-264-100%$23.7K$0-$23.7K2026-10-15
Asset Dedication, LLC
CLOSED023-23-100%$2.1K$0-$2.1K2026-11-03
Cornerstone Planning Group LLC
CLOSED016-16-100%$1.5K$0-$1.5K2026-10-16
Navigoe, LLC
CLOSED06-6-100%$0$0$02026-11-04
Sunrise Financial Services, LLC
CLOSED06-6-100%$539$0-$5392026-10-21
Plante Moran Financial Advisors, LLC
CLOSED03-3-100%$269$0-$2692026-11-04
Evolution Advisers, Inc.
CLOSED01-1-100%$0$0$02026-11-06
Activest Wealth Management
CLOSED000—$0$0$02026-10-15
BlackRock, Inc.
N/A—11,941,762-11,941,762-100%$1.1B———
State Farm Mutual Automobile Insurance Co
N/A—9,142,617-9,142,617-100%$820.7M———
Vanguard Portfolio Management LLC
N/A—6,523,217-6,523,217-100%$585.6M———
Vanguard Capital Management LLC
N/A—5,249,585-5,249,585-100%$471.3M———
State Street Corp
N/A—5,031,135-5,031,135-100%$451.6M———
FMR LLC
N/A—3,932,243-3,932,243-100%$353.0M———
Kayne Anderson Rudnick Investment Management LLC
N/A—2,782,815-2,782,815-100%$249.8M———
Morgan Stanley
N/A—2,505,649-2,505,649-100%$224.9M———
Fuller & Thaler Asset Management, Inc.
N/A—2,298,083-2,298,083-100%$206.3M———
Invesco Ltd.
N/A—1,910,328-1,910,328-100%$171.5M———
Massachusetts Financial Services Co
N/A—1,635,889-1,635,889-100%$150.3M———
Fiduciary Management Inc
N/A—1,279,144-1,279,144-100%$114.8M———
American Century Companies Inc
N/A—1,267,162-1,267,162-100%$113.8M———
Northern Trust Corp
N/A—1,163,233-1,163,233-100%$104.4M———
First Trust Advisors LP
N/A—1,084,103-1,084,103-100%$97.3M———
Norges Bank
N/A—1,050,604-1,050,604-100%$94.3M———
Capital Counsel LLC
N/A—955,398-955,398-100%$85.8M———
JPMorgan Chase & Co
N/A—865,465-865,465-100%$77.0M———
Charles Schwab Investment Management Inc
N/A—821,884-821,884-100%$73.8M———
UBS Group AG
N/A—769,822-769,822-100%$69.1M———
Vanguard Fiduciary Trust Co
N/A—732,217-732,217-100%$65.7M———
AQR Capital Management LLC
N/A—673,621-673,621-100%$59.9M———
Boston Partners
N/A—671,952-671,952-100%$60.3M———
Quantinno Capital Management LP
N/A—665,883-665,883-100%$59.8M———
Gotham Asset Management, LLC
N/A—657,057-657,057-100%$59.0M———
Wells Fargo & Company
N/A—657,026-657,026-100%$59.0M———
Gabelli Funds LLC
N/A—648,500-648,500-100%$58.2M———
TD Asset Management Inc
N/A—580,330-580,330-100%$52.1M———
Point72 Asset Management, L.P.
N/A—574,313-574,313-100%$51.6M———
Epoch Investment Partners, Inc.
N/A—554,772-554,772-100%$49.8M———
Victory Capital Management Inc
N/A—548,632-548,632-100%$49.3M———
Qube Research & Technologies Ltd
N/A—524,837-524,837-100%$47.1M———
Bank of America Corp
N/A—520,056-520,056-100%$46.7M———
Arrowstreet Capital, Limited Partnership
N/A—488,676-488,676-100%$43.9M———
Geneva Capital Management LLC
N/A—473,544-473,544-100%$42.5M———
Mairs & Power Inc
N/A—463,717-463,717-100%$41.6M———
Jupiter Topco LLC
N/A—456,677-456,677-100%$41.0M———
Citadel Advisors LLC
N/A—403,275-403,275-100%$36.2M———
Goldman Sachs Group Inc
N/A—398,318-398,318-100%$35.8M———
Ceredex Value Advisors LLC
N/A—373,600-373,600-100%$33.5M———
UBS Asset Management Americas LLC
N/A—356,112-356,112-100%$32.0M———
Rhumbline Advisers
N/A—324,954-324,954-100%$29.2M———
SEI Investments Co
N/A—280,751-280,751-100%$25.2M———
California Public Employees Retirement System
N/A—274,656-274,656-100%$24.7M———
Gamco Investors, Inc. ET AL
N/A—274,351-274,351-100%$24.6M———
Two Sigma Investments, LP
N/A—274,251-274,251-100%$24.6M———
WCM Investment Management, LLC
N/A—252,585-252,585-100%$22.3M———
Marshall Wace, LLP
N/A—247,030-247,030-100%$22.2M———
Acadian Asset Management LLC
N/A—243,274-243,274-100%$21.8M———
MetLife Investment Management, LLC
N/A—234,967-234,967-100%$21.1M———
Swiss National Bank
N/A—232,400-232,400-100%$20.9M———
HighTower Advisors, LLC
N/A—217,476-217,476-100%$19.5M———
Nuveen, LLC
N/A—209,136-209,136-100%$18.8M———
Raymond James Financial Inc
N/A—197,193-197,193-100%$17.7M———
Ameriprise Financial Inc
N/A—188,685-188,685-100%$16.9M———
Oribel Capital Management, LP
N/A—176,900-176,900-100%$15.9M———
Millennium Management LLC
N/A—167,229-167,229-100%$15.0M———
Van Eck Associates Corp
N/A—163,837-163,837-100%$14.7M———
Envestnet Asset Management Inc
N/A—161,557-161,557-100%$14.5M———
Legal & General Group Plc
N/A—157,887-157,887-100%$14.2M———
Susquehanna Fundamental Investments, LLC
N/A—152,315-152,315-100%$13.7M———
Alliancebernstein L.P.
N/A—144,936-144,936-100%$12.3M———
Stifel Financial Corp
N/A—136,980-136,980-100%$12.3M———
California State Teachers Retirement System
N/A—134,629-134,629-100%$12.1M———
Heartland Advisors Inc
N/A—132,479-132,479-100%$11.9M———
Franklin Resources Inc
N/A—128,286-128,286-100%$11.5M———
New York State Common Retirement Fund
N/A—124,360-124,360-100%$11.2M———
Trexquant Investment LP
N/A—120,044-120,044-100%$10.8M———
State Board of Administration of Florida Retirement System
N/A—119,467-119,467-100%$10.7M———
Price T Rowe Associates Inc
N/A—109,613-109,613-100%$9.8M———
Royal Bank of Canada
N/A—109,346-109,346-100%$9.8M———
Vanguard Asset Management, Ltd
N/A—108,273-108,273-100%$9.7M———
Caisse de Depot ET Placement DU Quebec
N/A—104,544-104,544-100%$9.4M———
BNP Paribas Financial Markets
N/A—104,291-104,291-100%$9.4M———
Voya Investment Management LLC
N/A—103,906-103,906-100%$9.3M———
BNP Paribas Asset Management Holding S.A.
N/A—103,793-103,793-100%$9.3M———
Edgestream Partners, L.P.
N/A—98,972-98,972-100%$8.9M———
Teacher Retirement System of Texas
N/A—96,559-96,559-100%$8.7M———
Frontier Capital Management Co LLC
N/A—94,808-94,808-100%$8.5M———
Blair William & Co
N/A—94,285-94,285-100%$8.5M———
Schonfeld Strategic Advisors LLC
N/A—90,489-90,489-100%$8.1M———
1832 Asset Management L.P.
N/A—85,394-85,394-100%$7.7M———
Balyasny Asset Management L.P.
N/A—84,672-84,672-100%$7.6M———
Canada Life Assurance Co
N/A—82,493-82,493-100%$7.4M———
Manufacturers Life Insurance Company, the
N/A—80,002-80,002-100%$7.2M———
Holocene Advisors, LP
N/A—78,854-78,854-100%$7.1M———
HSBC Holdings PLC
N/A—70,448-70,448-100%$6.3M———
Benjamin Edwards Inc
N/A—70,084-70,084-100%$6.3M———
Universal- Beteiligungs- und Servicegesellschaft mbH
N/A—68,824-68,824-100%$6.2M———
Jones Financial Companies Lllp
N/A—66,544-66,544-100%$5.9M———
Capital Fund Management S.A.
N/A—62,992-62,992-100%$5.7M———
Focus Partners Wealth
N/A—60,293-60,293-100%$5.4M———
Concentric Capital Strategies, LP
N/A—58,875-58,875-100%$5.3M———
SIT Investment Associates Inc
N/A—58,100-58,100-100%$5.2M———
Ameritas Investment Partners, Inc.
N/A—57,432-57,432-100%$5.2M———
SG Americas Securities, LLC
N/A—56,825-56,825-100%$5.1M———
Connor, Clark & Lunn Investment Management Ltd.
N/A—56,181-56,181-100%$5.0M———
Aptus Capital Advisors, LLC
N/A—54,807-54,807-100%$4.9M———
Prudential Financial Inc
N/A—53,660-53,660-100%$4.8M———
Freestone Grove Partners LP
N/A—52,525-52,525-100%$4.7M———
Police & Firemen's Retirement System of New Jersey
N/A—51,828-51,828-100%$4.7M———
Treasurer of the State of North Carolina
N/A—49,131-49,131-100%$4.4M———
Whittier Trust Co
N/A—48,001-48,001-100%$4.4M———
Zurcher Kantonalbank (Zurich Cantonalbank)
N/A—47,119-47,119-100%$4.2M———
State of Tennessee, Department of Treasury
N/A—45,775-45,775-100%$4.1M———
Vanguard Global Advisers, LLC
N/A—45,252-45,252-100%$4.1M———
State of Wisconsin Investment Board
N/A—45,207-45,207-100%$4.1M———
Curi Capital, LLC
N/A—44,749-44,749-100%$4.0M———
Advisors Capital Management, LLC
N/A—44,638-44,638-100%$4.0M———
Callan Family Office, LLC
N/A—43,988-43,988-100%$3.9M———
Brown Advisory Inc
N/A—43,224-43,224-100%$3.9M———
KLP Kapitalforvaltning AS
N/A—43,200-43,200-100%$3.9M———
Mariner, LLC
N/A—42,922-42,922-100%$3.9M———
Natixis Advisors, LLC
N/A—42,801-42,801-100%$3.8M———
ExodusPoint Capital Management, LP
N/A—41,998-41,998-100%$3.8M———
Rothschild Capital Partners, LLC
N/A—41,137-41,137-100%$3.7M———
Summit Trail Advisors, LLC
N/A—41,055-41,055-100%$3.7M———
Private Advisor Group, LLC
N/A—40,479-40,479-100%$3.6M———
Sprucegrove Investment Management LTD
N/A—40,004-40,004-100%$3.6M———
Public Employees Retirement System of Ohio
N/A—39,737-39,737-100%$3.6M———
Handelsbanken Fonder AB
N/A—38,432-38,432-100%$3.5K———
Johnson Investment Counsel Inc
N/A—38,206-38,206-100%$3.4M———
New Age Alpha Advisors, LLC
N/A—38,021-38,021-100%$3.4M———
AXQ Capital, LP
N/A—37,402-37,402-100%$3.4M———
Palisade Capital Management, LP
N/A—37,183-37,183-100%$3.3M———
Teachers Retirement System of the State of Kentucky
N/A—36,638-36,638-100%$3.3M———
PDT Partners, LLC
N/A—36,552-36,552-100%$3.3M———
Jump Financial, LLC
N/A—34,451-34,451-100%$3.1M———
Man Group plc
N/A—34,188-34,188-100%$3.1M———
Meiji Yasuda Asset Management Co Ltd.
N/A—33,845-33,845-100%$3.0M———
Neuberger Berman Group LLC
N/A—32,296-32,296-100%$2.9M———
CIBC Bancorp USA Inc.
N/A—31,150-31,150-100%$2.8M———
Berger Financial Group, Inc
N/A—29,630-29,630-100%$2.7M———
Vanguard Investments Australia, Ltd.
N/A—29,432-29,432-100%$2.6M———
O'shaughnessy Asset Management, LLC
N/A—28,661-28,661-100%$2.6M———
Dorsey & Whitney Trust Co LLC
N/A—28,422-28,422-100%$2.6M———
Orion Porfolio Solutions, LLC
N/A—27,961-27,961-100%$2.5M———
Squarepoint Ops LLC
N/A—27,249-27,249-100%$2.4M———
Baird Financial Group, Inc.
N/A—26,960-26,960-100%$2.4M———
Nomura Asset Management International Inc.
N/A—26,788-26,788-100%$2.4M———
Pathstone Holdings, LLC
N/A—26,585-26,585-100%$2.4M———
Northwestern Mutual Investment Management Company, LLC
N/A—26,052-26,052-100%$2.3M———
Advisory Services Network, LLC
N/A—25,669-25,669-100%$2.3M———
Scharf Investments, LLC
N/A—25,353-25,353-100%$2.3M———
&partners
N/A—23,935-23,935-100%$2.1M———
Occudo Quantitative Strategies LP
N/A—23,809-23,809-100%$2.1M———
Mercer Global Advisors Inc
N/A—22,960-22,960-100%$2.1M———
Commerce Bank
N/A—22,928-22,928-100%$2.1M———
Cetera Investment Advisers
N/A—22,851-22,851-100%$2.1M———
Vident Advisory, LLC
N/A—22,288-22,288-100%$2.0M———
Cerity Partners LLC
N/A—22,127-22,127-100%$2.0M———
Nomura Asset Management Co LTD
N/A—20,868-20,868-100%$1.9M———
NewEdge Wealth, LLC
N/A—19,769-19,769-100%$1.8M———
Mosaic Family Wealth Partners, LLC
N/A—19,560-19,560-100%$1.8M———
USS Investment Management Ltd
N/A—19,300-19,300-100%$1.7M———
Boothbay Fund Management, LLC
N/A—19,212-19,212-100%$1.7M———
White Pine Capital LLC
N/A—19,145-19,145-100%$1.7M———
Ensign Peak Advisors, Inc
N/A—19,066-19,066-100%$1.7M———
Vestmark Advisory Solutions, Inc.
N/A—18,891-18,891-100%$1.7M———
EntryPoint Capital, LLC
N/A—18,645-18,645-100%$1.7M———
Hills Bank & Trust Co
N/A—17,582-17,582-100%$1.6M———
Utah Retirement Systems
N/A—17,513-17,513-100%$1.6M———
Mitsubishi UFJ Trust & Banking Corp
N/A—17,471-17,471-100%$1.6M———
Campbell & Co Investment Adviser LLC
N/A—17,364-17,364-100%$1.6M———
Pacer Advisors, Inc.
N/A—16,654-16,654-100%$1.5M———
Aster Capital Management (Difc) Ltd
N/A—16,404-16,404-100%$1.5M———
Dean Investment Associates, LLC
N/A—15,280-15,280-100%$1.4M———
M&T Bank Corp
N/A—15,200-15,200-100%$1.4M———
Bridgewater Associates, LP
N/A—15,085-15,085-100%$1.4M———
Bank of Montreal
N/A—14,911-14,911-100%$1.3M———
Captrust Financial Advisors
N/A—14,557-14,557-100%$1.3M———
Engineers Gate Manager LP
N/A—14,280-14,280-100%$1.3M———
Granite Bay Wealth Management, LLC
N/A—14,000-14,000-100%$1.3M———
Entropy Technologies, LP
N/A—13,623-13,623-100%$1.2M———
Jensen Investment Management Inc
N/A—13,490-13,490-100%$1.2M———
Vanguard Personalized Indexing Management, LLC
N/A—13,403-13,403-100%$1.2M———
Chevy Chase Trust Holdings, LLC
N/A—13,275-13,275-100%$1.2M———
Empowered Funds, LLC
N/A—13,076-13,076-100%$1.2M———
Osaic Holdings, Inc.
N/A—12,987-12,987-100%$1.2M———
Sumitomo Life Insurance Co
N/A—12,875-12,875-100%$1.2M———
Whittier Trust Co of Nevada Inc
N/A—12,729-12,729-100%$1.1M———
Leavell Investment Management, Inc.
N/A—12,574-12,574-100%$1.1M———
Sequoia Financial Advisors, LLC
N/A—11,605-11,605-100%$1.0M———
Inspire Advisors, LLC
N/A—11,590-11,590-100%$1.0M———
Aviva PLC
N/A—11,469-11,469-100%$1.0M———
Aurora Investment Counsel
N/A—11,385-11,385-100%$1.0M———
HRT Financial LP
N/A—11,200-11,200-100%$1.0M———
Tidal Investments LLC
N/A—11,195-11,195-100%$1.0M———
Caprock Group, LLC
N/A—11,055-11,055-100%$992.4K———
Quantbot Technologies LP
N/A—10,864-10,864-100%$975.3K———
XTX Topco Ltd
N/A—10,541-10,541-100%$946.3K———
Nicolet Bankshares Inc
N/A—10,334-10,334-100%$927.7K———
OneDigital Investment Advisors LLC
N/A—10,236-10,236-100%$918.9K———
Cresset Asset Management, LLC
N/A—9,256-9,256-100%$830.9K———
Federated Hermes, Inc.
N/A—9,008-9,008-100%$808.6K———
Public Employees Retirement Association of Colorado
N/A—8,838-8,838-100%$793.0K———
Federation des caisses Desjardins du Quebec
N/A—8,823-8,823-100%$792.1K———
Intech Investment Management LLC
N/A—8,813-8,813-100%$791.1K———
Ironwood Investment Counsel, LLC
N/A—8,423-8,423-100%$756.1K———
Bartlett & Co. Wealth Management LLC
N/A—8,222-8,222-100%$738.1K———
Morningstar Investment Management LLC
N/A—8,088-8,088-100%$686.4K———
Panagora Asset Management Inc
N/A—7,898-7,898-100%$709.0K———
Schroder Investment Management Group
N/A—7,866-7,866-100%$695.4K———
Sanctuary Advisors, LLC
N/A—7,836-7,836-100%$703.4K———
Kera Capital Partners, Inc.
N/A—7,693-7,693-100%$690.6K———
Ballentine Partners, LLC
N/A—7,589-7,589-100%$681.3K———
Gallagher Fiduciary Advisors, LLC
N/A—7,152-7,152-100%$642.0K———
Syon Capital LLC
N/A—7,125-7,125-100%$639.6K———
Broadwater Capital Management LLC
N/A—7,100-7,100-100%$637.4K———
Bearing Point Capital, LLC
N/A—7,053-7,053-100%$633.1K———
Wealthspire Advisors, LLC
N/A—6,871-6,871-100%$616.8K———
Integrated Wealth Concepts LLC
N/A—6,705-6,705-100%$601.9K———
Frec Markets, Inc.
N/A—6,700-6,700-100%$601.5K———
Tower Research Capital LLC (TRC)
N/A—6,648-6,648-100%$596.8K———
North Star Asset Management Inc
N/A—6,583-6,583-100%$591.0K———
Pinebridge Investments LLC
N/A—6,536-6,536-100%$586.7K———
Jane Street Group, LLC
N/A—6,507-6,507-100%$584.1K———
Lazard Asset Management LLC
N/A—6,297-6,297-100%$565.3K———
denkapparat Operations GmbH
N/A—6,190-6,190-100%$555.7K———
One Wealth Advisors, LLC
N/A—6,017-6,017-100%$540.1K———
Aristotle Capital Management, LLC
N/A—6,000-6,000-100%$538.6K———
CI Investments Inc.
N/A—5,920-5,920-100%$531.4K———
First National Bank of Omaha
N/A—5,904-5,904-100%$530.0K———
Great Valley Advisor Group, Inc.
N/A—5,775-5,775-100%$518.2K———
Martingale Asset Management L P
N/A—5,431-5,431-100%$487.5K———
Azimuth Capital Investment Management LLC
N/A—5,350-5,350-100%$480.3K———
Argent Trust Co
N/A—5,349-5,349-100%$480.2K———
DnB Asset Management AS
N/A—5,347-5,347-100%$480.0K———
Tiaa-Cref Individual & Institutional Services, LLC
N/A—5,122-5,122-100%$459.8K———
Okabena Investment Services Inc
N/A—5,025-5,025-100%$451.1K———
Roberts Glore & Co Inc
N/A—5,003-5,003-100%$449.1K———
Janney Montgomery Scott LLC
N/A—4,910-4,910-100%$441.0K———
Arax Advisory Partners
N/A—4,899-4,899-100%$439.8K———
Laird Norton Wetherby Trust Company, LLC
N/A—4,891-4,891-100%$439.1K———
AE Wealth Management LLC
N/A—4,816-4,816-100%$432.3K———
Coldstream Capital Management Inc
N/A—4,689-4,689-100%$421.0K———
Steward Partners Investment Advisory, LLC
N/A—4,655-4,655-100%$417.9K———
SummitTX Capital, L.P.
N/A—4,339-4,339-100%$389.5K———
Ellevest, Inc.
N/A—4,178-4,178-100%$374.1K———
Somerville Kurt F
N/A—4,125-4,125-100%$370.3K———
Bluespring Wealth Management, LLC
N/A—4,051-4,051-100%$363.6K———
Brevan Howard Capital Management LP
N/A—3,874-3,874-100%$347.8K———
Shelton Capital Management
N/A—3,751-3,751-100%$336.7K———
Ballast Advisors LLC
N/A—3,736-3,736-100%$335.4K———
Evolve Private Wealth, LLC
N/A—3,700-3,700-100%$332.1K———
Beacon Pointe Advisors, LLC
N/A—3,626-3,626-100%$325.5K———
Summitry LLC
N/A—3,624-3,624-100%$325.3K———
iSAM Funds (UK) Ltd
N/A—3,600-3,600-100%$323.2K———
Vestcor Inc
N/A—3,349-3,349-100%$301.0K———
Ausdal Financial Partners, Inc.
N/A—3,319-3,319-100%$298.0K———
Osprey Private Wealth LLC
N/A—3,200-3,200-100%$287.3K———
First Eagle Investment Management, LLC
N/A—3,200-3,200-100%$287.3K———
World Investment Advisors
N/A—3,187-3,187-100%$270.4K———
Hantz Financial Services, Inc.
N/A—3,142-3,142-100%$282.0K———
United Capital Financial Advisors, LLC
N/A—3,103-3,103-100%$278.6K———
Legend Financial Advisors, Inc.
N/A—3,092-3,092-100%$277.6K———
QRG Capital Management, Inc.
N/A—3,030-3,030-100%$272.0K———
Hemenway Trust Co LLC
N/A—3,000-3,000-100%$269.3K———
Ramirez Asset Management, Inc.
N/A—2,960-2,960-100%$265.7K———
AlphaGrep UK Ltd
N/A—2,874-2,874-100%$258.0K———
Savvy Advisors, Inc.
N/A—2,870-2,870-100%$257.6K———
NewEdge Advisors, LLC
N/A—2,857-2,857-100%$256.5K———
Horizon Investments, LLC
N/A—2,849-2,849-100%$255.8K———
Florida Financial Advisors, LLC
N/A—2,841-2,841-100%$255.2K———
Essex Financial Services, Inc.
N/A—2,841-2,841-100%$255.0K———
Moneta Group Investment Advisors LLC
N/A—2,831-2,831-100%$254.1K———
Semanteon Capital Management, LP
N/A—2,706-2,706-100%$242.9K———
Faithward Advisors, LLC
N/A—2,676-2,676-100%$240.2K———
Pallas Capital Advisors LLC
N/A—2,665-2,665-100%$239.2K———
Hancock Whitney Corp
N/A—2,627-2,627-100%$235.8K———
Claret Asset Management Corp
N/A—2,553-2,553-100%$229.0K———
MML Investors Services, LLC
N/A—2,486-2,486-100%$223.2K———
Lcnb Corp
N/A—2,475-2,475-100%$222.2K———
Wealthspire Retirement, LLC
N/A—2,405-2,405-100%$215.9K———
Stephens Inc
N/A—2,383-2,383-100%$213.9K———
Susquehanna International Group, LLP
N/A—2,351-2,351-100%$211.0K———
NorthRock Partners, LLC
N/A—2,348-2,348-100%$210.8K———
Astoria Portfolio Advisors Llc.
N/A—2,319-2,319-100%$208.1K———
Payne Capital LLC
N/A—2,298-2,298-100%$206.3K———
Checchi Capital Advisers, LLC
N/A—2,295-2,295-100%$206.0K———
Tudor Investment Corp ET AL
N/A—2,279-2,279-100%$204.6K———
Oxford Asset Management LLP
N/A—2,235-2,235-100%$200.6K———
Smartleaf Asset Management LLC
N/A—2,079-2,079-100%$183.8K———
Rockefeller Capital Management L.P.
N/A—1,984-1,984-100%$178.2K———
MidFirst Bank
N/A—1,980-1,980-100%$177.7K———
Bessemer Group Inc
N/A—1,767-1,767-100%$140.0K———
Keating Financial Advisory Services, Inc.
N/A—1,587-1,587-100%$142.5K———
Global Retirement Partners, LLC
N/A—1,485-1,485-100%$133.3K———
Atlantic Union Bankshares Corp
N/A—1,305-1,305-100%$117.2K———
Employees Retirement System of Texas
N/A—974-974-100%$87.0K———
Sachetta, LLC
N/A—952-952-100%$85.5K———
Northwestern Mutual Wealth Management Co
N/A—927-927-100%$83.2K———
Geneos Wealth Management Inc.
N/A—800-800-100%$71.8K———
USA Financial Formulas
N/A—779-779-100%$69.9K———
Strive Financial Group,LLC
N/A—505-505-100%$45.3K———
Harbour Investments, Inc.
N/A—497-497-100%$44.6K———
Battery Global Advisors, LLC
N/A—478-478-100%$42.9K———
Ritter Daniher Financial Advisory LLC / de
N/A—477-477-100%$42.9K———
Webster Bank, N. A.
N/A—468-468-100%$42.0K———
Quantum Portfolio Management LLC
N/A—397-397-100%$35.6K———
Tiaa Wealth Investment Management LLC
N/A—359-359-100%$32.2K———
IFG Advisory, LLC
N/A—267-267-100%$24.0K———
Dogwood Wealth Management LLC
N/A—234-234-100%$21.0K———
Millstone Evans Group, LLC
N/A—212-212-100%$19.0K———
Quent Capital, LLC
N/A—202-202-100%$18.1K———
Index Technologies Group LLC
N/A—198-198-100%$17.8K———
HM Payson & Co
N/A—192-192-100%$17.2K———
CVA Family Office, LLC
N/A—179-179-100%$16.1K———
Basecamp Wealth Advisors LLC
N/A—168-168-100%$15.1K———
National Bank of Canada
N/A—160-160-100%$14.3K———
LOS Angeles Capital Management LLC
N/A—143-143-100%$12.8K———
LRI Investments, LLC
N/A—94-94-100%$8.4K———
Fiduciary Financial Advisors
N/A—79-79-100%$6.9K———
Security National Bank of SO DAK
N/A—79-79-100%$7.1K———
Ross\johnson & Associates LLC
N/A—78-78-100%$7.0K———
Ancora Advisors LLCA
N/A—78-78-100%$7.0K———
Quarry LP
N/A—68-68-100%$6.1K———
Transamerica Financial Advisors, LLC
N/A—64-64-100%$5.7K———
Altshuler Shaham Ltd
N/A—51-51-100%$4.6K———
Rothschild Investment LLC
N/A—48-48-100%$4.3K———
Truvestments Capital LLC
N/A—46-46-100%$4.1K———
Capital Analysts, LLC
N/A—39-39-100%$4———
Rialto Wealth Management, LLC
N/A—31-31-100%$2.8K———
Bruce G. Allen Investments, LLC
N/A—30-30-100%$2.7K———
Continuum Advisory, LLC
N/A—29-29-100%$2.6K———
Brown Brothers Harriman & Co
N/A—29-29-100%$2.6K———
Raffa Wealth Management, LLC
N/A—20-20-100%$1.8K———
Bogart Wealth, LLC
N/A—19-19-100%$1.7K———
SouthState Bank Corp
N/A—16-16-100%$1.4K———
Kilter Group LLC
N/A—15-15-100%$1.3K———
HFM Investment Advisors, LLC
N/A—13-13-100%$1.2K———
SHP Wealth Management
N/A—6-6-100%$499———
Showing 668 of 668 institutions